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
$410M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$396K
3
+$235K
4
IBM icon
IBM
IBM
+$215K
5
NVDA icon
NVIDIA
NVDA
+$214K

Top Sells

1
+$2.43M
2
+$371K
3
+$339K
4
MSFT icon
Microsoft
MSFT
+$295K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$222K

Sector Composition

1 Financials 37.61%
2 Consumer Discretionary 12.11%
3 Consumer Staples 11.38%
4 Technology 9.7%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 0.96%
16,161
-180
27
$3.43M 0.84%
65,853
-963
28
$2.95M 0.72%
15,733
+75
29
$2.91M 0.71%
17,113
+50
30
$2.87M 0.7%
15,080
-524
31
$2.59M 0.63%
328,763
+50,140
32
$2.38M 0.58%
48,474
-1,148
33
$2.33M 0.57%
2,876
-21
34
$2.22M 0.54%
4,645
+10
35
$2.12M 0.52%
+25,722
36
$2.03M 0.49%
5,078
-64
37
$1.88M 0.46%
57,986
38
$1.85M 0.45%
13,151
-215
39
$1.67M 0.41%
8,405
-64
40
$1.61M 0.39%
7,145
+43
41
$1.51M 0.37%
21,497
-355
42
$1.31M 0.32%
3,774
-3
43
$1.23M 0.3%
11,311
44
$1.22M 0.3%
21,950
-65
45
$1.21M 0.3%
24,482
46
$1.14M 0.28%
2,591
-60
47
$1.14M 0.28%
7,233
-33
48
$1.13M 0.28%
10,445
-48
49
$1.08M 0.26%
20,598
50
$1.08M 0.26%
3,080
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