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

Top Buys

1 +$2.59M
2 +$2.47M
3 +$2.4M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.1M
5
SCHW icon
Charles Schwab
SCHW
+$1.94M

Top Sells

1 +$2.54M
2 +$2.18M
3 +$2.01M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
TXT icon
Textron
TXT
+$1.31M

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
-1,943
77
-9,500
78
-33,038
79
-1,516
80
-1,873
81
-937