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
2076
$2K ﹤0.01%
50
-13
2077
$2K ﹤0.01%
576
-92
2078
$2K ﹤0.01%
350
2079
$2K ﹤0.01%
76
+7
2080
$2K ﹤0.01%
329
-638
2081
$2K ﹤0.01%
278
+136
2082
$2K ﹤0.01%
90
+2
2083
$2K ﹤0.01%
55
+15
2084
$2K ﹤0.01%
50
+23
2085
$2K ﹤0.01%
93
+24
2086
$2K ﹤0.01%
90
+74
2087
$2K ﹤0.01%
109
+48
2088
$2K ﹤0.01%
145
+67
2089
$2K ﹤0.01%
63
-51
2090
$2K ﹤0.01%
10
-11
2091
$2K ﹤0.01%
54
-91
2092
$2K ﹤0.01%
40
2093
$2K ﹤0.01%
+565
2094
$2K ﹤0.01%
130
-37
2095
$2K ﹤0.01%
245
2096
$2K ﹤0.01%
703
+539
2097
$2K ﹤0.01%
42
+8
2098
$2K ﹤0.01%
70
+32
2099
$2K ﹤0.01%
+232
2100
$2K ﹤0.01%
78
+30
82 83
84
85 86