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
$137M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.38M
3
+$2.21M
4
EMR icon
Emerson Electric
EMR
+$1.62M
5
TSLA icon
Tesla
TSLA
+$493K

Top Sells

1
+$3.91M
2
+$2.57M
3
+$2.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.47M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$742K

Sector Composition

1 Technology 19.35%
2 Healthcare 14.88%
3 Financials 6.44%
4 Communication Services 5.81%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$117K 0.09%
+11,000
52
$116K 0.08%
10,400
53
$79K 0.06%
2,778
+278
54
$54K 0.04%
5,322
55
$53K 0.04%
21,162
+5,152
56
– –
-34,505
57
– –
-2,223
58
– –
-38,081
59
– –
-10,923
1 2
3