LC

Lincoln Capital Portfolio holdings

AUM $534M
1-Year Est. Return 14.75%
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.39M
3
+$358K
4
TSLA icon
Tesla
TSLA
+$302K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$265K

Top Sells

1
+$2.73M
2
+$570K
3
+$134K
4
KO icon
Coca-Cola
KO
+$115K
5
DEO icon
Diageo
DEO
+$98K

Sector Composition

1 Financials 35.48%
2 Consumer Discretionary 14.91%
3 Consumer Staples 12.49%
4 Communication Services 10.96%
5 Healthcare 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.72%
7,594
+68
27
$2.2M 0.71%
3,047
-13
28
$2.13M 0.69%
96,431
-635
29
$1.96M 0.64%
13,191
-50
30
$1.46M 0.47%
8,181
+92
31
$1.32M 0.43%
7,870
32
$1.26M 0.41%
10,427
-62
33
$1.2M 0.39%
7,781
-203
34
$1.18M 0.38%
18,014
35
$1.15M 0.38%
13,916
+2,745
36
$1.08M 0.35%
4,076
37
$1.08M 0.35%
12,280
-480
38
$1.02M 0.33%
21,267
39
$986K 0.32%
7,088
-117
40
$932K 0.3%
10,894
41
$925K 0.3%
3,437
+24
42
$800K 0.26%
11,779
+588
43
$798K 0.26%
11,554
+2,350
44
$796K 0.26%
19,313
-200
45
$785K 0.26%
24,000
46
$763K 0.25%
8,728
+100
47
$736K 0.24%
2,816
48
$659K 0.21%
2,602
+238
49
$655K 0.21%
575
50
$631K 0.21%
9,426
+1,798
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