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
+$23.6M
2
+$11.8M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.05M
5
RPAR icon
RPAR Risk Parity ETF
RPAR
+$1.9M

Top Sells

1
+$2.38M
2
+$1.84M
3
+$1.69M
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
2051
$2K ﹤0.01%
117
-459
2052
$2K ﹤0.01%
107
-122
2053
$2K ﹤0.01%
413
+38
2054
$2K ﹤0.01%
88
+57
2055
$2K ﹤0.01%
39
-40
2056
$2K ﹤0.01%
131
+130
2057
$2K ﹤0.01%
+117
2058
$2K ﹤0.01%
220
+86
2059
$2K ﹤0.01%
+35
2060
$2K ﹤0.01%
304
-468
2061
$2K ﹤0.01%
7
-9
2062
$2K ﹤0.01%
52
+12
2063
$2K ﹤0.01%
16
+3
2064
$2K ﹤0.01%
20
-6
2065
$2K ﹤0.01%
96
+59
2066
$2K ﹤0.01%
+106
2067
$2K ﹤0.01%
65
+36
2068
$2K ﹤0.01%
44
+9
2069
$2K ﹤0.01%
64
+16
2070
$2K ﹤0.01%
234
+198
2071
$2K ﹤0.01%
64
+20
2072
$2K ﹤0.01%
+474
2073
$2K ﹤0.01%
+384
2074
$2K ﹤0.01%
+98
2075
$2K ﹤0.01%
436
+368
81 82
83
84 85