We are live on ! Find out more
LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,934
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$12.6M
3
+$3.4M
4
AAPL icon
Apple
AAPL
+$3.38M
5
RPAR icon
RPAR Risk Parity ETF
RPAR
+$2.08M

Top Sells

1
+$3.57M
2
+$1.9M
3
+$1.84M
4
DBGI
Digital Brands Group
DBGI
+$1.37M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M

Sector Composition

1 Financials 18.89%
2 Technology 11.62%
3 Healthcare 5.08%
4 Consumer Discretionary 3.93%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
50
-15
2027
$2K ﹤0.01%
74
+63
2028
$2K ﹤0.01%
+125
2029
$2K ﹤0.01%
26
-9
2030
$2K ﹤0.01%
215
+81
2031
$2K ﹤0.01%
87
+45
2032
$2K ﹤0.01%
52
+11
2033
$2K ﹤0.01%
+313
2034
$2K ﹤0.01%
53
-3
2035
$2K ﹤0.01%
+196
2036
$2K ﹤0.01%
265
-230
2037
$2K ﹤0.01%
289
-942
2038
$2K ﹤0.01%
218
-8
2039
$2K ﹤0.01%
76
-3
2040
$2K ﹤0.01%
157
2041
$2K ﹤0.01%
269
+36
2042
$2K ﹤0.01%
24
+13
2043
$2K ﹤0.01%
83
-104
2044
$2K ﹤0.01%
556
+397
2045
$2K ﹤0.01%
125
2046
$2K ﹤0.01%
178
+33
2047
$2K ﹤0.01%
+144
2048
$2K ﹤0.01%
104
-77
2049
$2K ﹤0.01%
96
2050
$2K ﹤0.01%
76
+70
80 81
82
83 84