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
$118M
AUM Growth
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.18M
3 +$1.93M
4
MDT icon
Medtronic
MDT
+$529K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$521K

Top Sells

1 +$3.2M
2 +$1.29M
3 +$1.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
BAC icon
Bank of America
BAC
+$226K

Sector Composition

1 Technology 14.06%
2 Healthcare 13.18%
3 Financials 10.03%
4 Industrials 4.98%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,083
52
-31,837
53
-5,754