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
$172M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.71M
3
+$2.42M
4
WMT icon
Walmart Inc
WMT
+$2.32M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.05M

Top Sells

1
+$2.86M
2
+$2.33M
3
+$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$2M
5
TXT icon
Textron
TXT
+$1.32M

Sector Composition

1 Technology 16.99%
2 Healthcare 9.18%
3 Financials 7.01%
4 Consumer Discretionary 5.37%
5 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,500
77
– –
-1,943
78
– –
-10,000
79
– –
-981
80
– –
-13,666
81
– –
-6,794
1 2 3
4