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

Top Buys

1
+$3.44M
2
+$2.42M
3
+$2M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$986K
5
MDT icon
Medtronic
MDT
+$791K

Top Sells

1
+$4.79M
2
+$958K
3
+$917K
4
AAPL icon
Apple
AAPL
+$893K
5
TXT icon
Textron
TXT
+$642K

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
– –
-455,696
52
– –
-20,000
53
– –
-25,898
1 2
3