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
$195M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$5.36M
2 +$3.55M
3 +$3.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.99M

Top Sells

1 +$3.25M
2 +$2.27M
3 +$524K
4
BAC icon
Bank of America
BAC
+$358K
5
LOW icon
Lowe's Companies
LOW
+$255K

Sector Composition

1 Technology 17.93%
2 Healthcare 8.36%
3 Financials 6.44%
4 Consumer Discretionary 5.42%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,224
77
-10,390
78
-1,273
79
-1,028
80
-1,199