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
$155M
AUM Growth
-$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$7.1M
2 +$4.15M
3 +$2.84M
4
CVS icon
CVS Health
CVS
+$2.78M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.63M

Sector Composition

1 Technology 16.79%
2 Healthcare 12.43%
3 Financials 6.92%
4 Communication Services 5.8%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-720