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
2301
$1K ﹤0.01%
+15
2302
$1K ﹤0.01%
11
2303
$1K ﹤0.01%
10
+2
2304
$1K ﹤0.01%
10
-29
2305
$1K ﹤0.01%
+6
2306
$1K ﹤0.01%
+50
2307
$1K ﹤0.01%
37
2308
$1K ﹤0.01%
21
-2
2309
$1K ﹤0.01%
+16
2310
$1K ﹤0.01%
12
2311
$1K ﹤0.01%
20
-38
2312
$1K ﹤0.01%
+100
2313
$1K ﹤0.01%
+12
2314
$1K ﹤0.01%
+17
2315
$1K ﹤0.01%
+43
2316
$1K ﹤0.01%
85
+29
2317
$1K ﹤0.01%
+104
2318
$1K ﹤0.01%
522
-615
2319
$1K ﹤0.01%
110
-13
2320
$1K ﹤0.01%
99
-40
2321
$1K ﹤0.01%
50
-4
2322
$1K ﹤0.01%
26
2323
$1K ﹤0.01%
+26
2324
$1K ﹤0.01%
+46
2325
$1K ﹤0.01%
+100
91 92
93
94 95