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
2176
$1K ﹤0.01%
44
+19
2177
$1K ﹤0.01%
5
+1
2178
$1K ﹤0.01%
31
+25
2179
$1K ﹤0.01%
14
+13
2180
$1K ﹤0.01%
94
+32
2181
$1K ﹤0.01%
+10
2182
$1K ﹤0.01%
+39
2183
$1K ﹤0.01%
130
+56
2184
$1K ﹤0.01%
+221
2185
$1K ﹤0.01%
49
+24
2186
$1K ﹤0.01%
37
-24
2187
$1K ﹤0.01%
93
-134
2188
$1K ﹤0.01%
90
-50
2189
$1K ﹤0.01%
+72
2190
$1K ﹤0.01%
146
+6
2191
$1K ﹤0.01%
32
-195
2192
$1K ﹤0.01%
+500
2193
$1K ﹤0.01%
128
+127
2194
$1K ﹤0.01%
+10
2195
$1K ﹤0.01%
22
-5
2196
$1K ﹤0.01%
+14
2197
$1K ﹤0.01%
20
-15
2198
$1K ﹤0.01%
+396
2199
$1K ﹤0.01%
+18
2200
$1K ﹤0.01%
9
-12
86 87
88
89 90