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
$128M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$2.46M
2 +$1.31M
3 +$1.07M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$863K
5
AMZN icon
Amazon
AMZN
+$524K

Sector Composition

1 Technology 20.77%
2 Healthcare 15.73%
3 Communication Services 6.09%
4 Financials 6.03%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,900
52
-1,461