LCC

Lincoln Capital Corp Portfolio holdings

AUM $282M
1-Year Est. Return 22.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.83M
3
+$2.24M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.17M
5
AAPL icon
Apple
AAPL
+$1.72M

Top Sells

1
+$5.64M
2
+$5.33M
3
+$4.04M
4
MET icon
MetLife
MET
+$3.83M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.51M

Sector Composition

1 Healthcare 16.65%
2 Technology 14.54%
3 Financials 11.85%
4 Industrials 11.81%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K 0.01%
1,035
+35
52
– –
-40,821
53
– –
-5,884
54
– –
-4,900
55
– –
-75,675
56
– –
-1,425
57
– –
-305,764
58
– –
-2,428
1 2
3