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
2051
$2K ﹤0.01%
54
2052
$2K ﹤0.01%
53
+49
2053
$2K ﹤0.01%
24
-30
2054
$2K ﹤0.01%
+17
2055
$2K ﹤0.01%
186
+26
2056
$2K ﹤0.01%
158
2057
$2K ﹤0.01%
212
+184
2058
$2K ﹤0.01%
+26
2059
$2K ﹤0.01%
52
+11
2060
$2K ﹤0.01%
+313
2061
$2K ﹤0.01%
53
-3
2062
$2K ﹤0.01%
+196
2063
$2K ﹤0.01%
265
-230
2064
$2K ﹤0.01%
178
+33
2065
$2K ﹤0.01%
+144
2066
$2K ﹤0.01%
10
-11
2067
$2K ﹤0.01%
130
-37
2068
$2K ﹤0.01%
245
2069
$2K ﹤0.01%
50
-15
2070
$2K ﹤0.01%
74
+63
2071
$2K ﹤0.01%
218
-8
2072
$2K ﹤0.01%
76
-3
2073
$2K ﹤0.01%
157
2074
$2K ﹤0.01%
269
+36
2075
$2K ﹤0.01%
24
+13
81 82
83
84 85