LCC

Lincoln Capital Corp Portfolio holdings

AUM $278M
1-Year Est. Return 19.52%
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.38M
3
+$2.21M
4
EMR icon
Emerson Electric
EMR
+$1.62M
5
TSLA icon
Tesla
TSLA
+$493K

Top Sells

1
+$3.91M
2
+$2.57M
3
+$2.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.47M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$742K

Sector Composition

1 Technology 19.35%
2 Healthcare 14.88%
3 Financials 6.44%
4 Communication Services 5.81%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.1%
12,900
-89
27
$1.47M 1.07%
110,346
-4,518
28
$1.45M 1.06%
20,062
-514
29
$1.24M 0.91%
7,055
-21
30
$1.08M 0.79%
9,912
31
$929K 0.68%
2,763
-8
32
$806K 0.59%
5,120
+800
33
$756K 0.55%
2,259
-10
34
$707K 0.52%
5,495
35
$560K 0.41%
10,737
-263
36
$554K 0.41%
7,503
-34,862
37
$493K 0.36%
+3,450
38
$479K 0.35%
+20,712
39
$451K 0.33%
6,419
40
$450K 0.33%
1,500
41
$431K 0.32%
1,644
+71
42
$292K 0.21%
3,336
43
$278K 0.2%
18,837
-43
44
$236K 0.17%
+666
45
$231K 0.17%
+1,860
46
$224K 0.16%
5,685
-125
47
$224K 0.16%
1,506
+76
48
$216K 0.16%
+3,116
49
$214K 0.16%
+144
50
$204K 0.15%
+8,200
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