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
2101
$2K ﹤0.01%
170
+54
2102
$2K ﹤0.01%
556
+397
2103
$2K ﹤0.01%
125
2104
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+25
2105
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+161
2106
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+87
2107
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200
2108
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124
2109
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50
2110
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68
2111
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48
2112
$2K ﹤0.01%
18
2113
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22
+5
2114
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+28
2115
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3
+1
2116
$2K ﹤0.01%
93
2117
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237
-213
2118
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83
2119
$1K ﹤0.01%
+4
2120
$1K ﹤0.01%
63
-57
2121
$1K ﹤0.01%
+167
2122
$1K ﹤0.01%
+5
2123
$1K ﹤0.01%
+12
2124
$1K ﹤0.01%
21
2125
$1K ﹤0.01%
+34
83 84
85
86 87