LCC
Lincoln Capital Corp Portfolio holdings
AUM
$260M
This Quarter Return
+5.07%
1 Year Return
+16.09%
3 Year Return
+66.45%
5 Year Return
+107.33%
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+4.9%)
Cap. Flow
+$2.24M
Cap. Flow
% of AUM
0.92%
Top 10 Holdings %
Top 10 Hldgs %
49.57%
Holding
88
New
6
Increased
32
Reduced
23
Closed
5
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$6.84M |
| 2 |
Mid-America Apartment Communities
MAA
|
$3.11M |
| 3 |
DTE Energy
DTE
|
$2.85M |
| 4 |
NVIDIA
NVDA
|
$2.82M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.73M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$4.21M |
| 2 |
Advanced Micro Devices
AMD
|
$3.08M |
| 3 |
Mondelez International
MDLZ
|
$2.84M |
| 4 |
Dominion Energy
D
|
$2.55M |
| 5 |
Canadian Natural Resources
CNQ
|
$2.35M |
Sector Composition
| 1 | Technology | 18.65% |
| 2 | Healthcare | 5.92% |
| 3 | Communication Services | 5.63% |
| 4 | Consumer Discretionary | 3.68% |
| 5 | Industrials | 3.11% |
