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
$427M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$4.11M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$2.05M
5
DNB
Dun & Bradstreet
DNB
+$1.66M

Top Sells

1
+$1.22M
2
+$316K
3
+$245K
4
QCOM icon
Qualcomm
QCOM
+$229K
5
AMZN icon
Amazon
AMZN
+$215K

Sector Composition

1 Financials 38.28%
2 Consumer Discretionary 12.66%
3 Consumer Staples 11.8%
4 Communication Services 9.44%
5 Healthcare 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.1M 0.96%
37,718
+1,458
27
$3.96M 0.93%
129,907
+12,445
28
$3.82M 0.89%
76,971
-1,195
29
$3.29M 0.77%
19,665
+2,195
30
$2.92M 0.68%
15,962
-239
31
$2.61M 0.61%
13,946
+3,100
32
$2.26M 0.53%
2,959
-28
33
$1.97M 0.46%
4,732
+300
34
$1.87M 0.44%
13,420
35
$1.84M 0.43%
4,048
+630
36
$1.69M 0.4%
24,368
+4,361
37
$1.66M 0.39%
+94,489
38
$1.6M 0.37%
9,047
-412
39
$1.59M 0.37%
53,686
+43,200
40
$1.59M 0.37%
7,441
-30
41
$1.56M 0.37%
7,290
-398
42
$1.51M 0.35%
+11,257
43
$1.39M 0.32%
16,789
-696
44
$1.27M 0.3%
18,595
+581
45
$1.27M 0.3%
9,323
+100
46
$1.17M 0.27%
3,895
-76
47
$1.15M 0.27%
+3,523
48
$1.06M 0.25%
21,267
49
$1.03M 0.24%
6,713
50
$1.02M 0.24%
19,650
-550
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