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
$208M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$2.65M
3 +$1.81M
4
VZ icon
Verizon
VZ
+$1.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$859K

Top Sells

1 +$3.2M
2 +$3.16M
3 +$1.58M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.37M
5
V icon
Visa
V
+$232K

Sector Composition

1 Technology 16.53%
2 Healthcare 10.92%
3 Financials 8.86%
4 Communication Services 7.58%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-514
77
-45,377