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
2151
$1K ﹤0.01%
7
2152
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+13
2153
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29
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2154
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21
+4
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46
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2156
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2157
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+58
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+51
2159
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+14
2160
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56
2161
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10
+3
2162
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32
2163
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2164
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46
2165
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+347
2166
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18
+8
2167
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125
+85
2168
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39
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2169
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10
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17
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2171
$1K ﹤0.01%
8
-33
2172
$1K ﹤0.01%
+23
2173
$1K ﹤0.01%
36
+6
2174
$1K ﹤0.01%
65
+10
2175
$1K ﹤0.01%
26
-10
85 86
87
88 89