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
$112M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.87M
3 +$1.72M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.42M
5
PNC icon
PNC Financial Services
PNC
+$1.39M

Top Sells

1 +$3.48M
2 +$2.61M
3 +$1.75M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.5M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.47M

Sector Composition

1 Healthcare 26.93%
2 Technology 16.45%
3 Industrials 12.87%
4 Financials 11.94%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-190,008
52
-71,148
53
-12,146