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
$135M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$2.64M
3 +$2.07M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$990K
5
MDT icon
Medtronic
MDT
+$818K

Top Sells

1 +$6.03M
2 +$4.79M
3 +$1.08M
4
AAPL icon
Apple
AAPL
+$1.02M
5
CVS icon
CVS Health
CVS
+$970K

Sector Composition

1 Technology 15.65%
2 Financials 13.32%
3 Healthcare 13.32%
4 Industrials 3.57%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-25,898
52
-20,000
53
-455,696