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
$479M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.39M
3
+$2.13M
4
CPRT icon
Copart
CPRT
+$2.11M
5
DHR icon
Danaher
DHR
+$2M

Top Sells

1
+$780K
2
+$609K
3
+$535K
4
DIS icon
Walt Disney
DIS
+$481K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$434K

Sector Composition

1 Financials 42.26%
2 Consumer Staples 11.4%
3 Consumer Discretionary 9.7%
4 Industrials 8.36%
5 Technology 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 0.99%
555,286
+60,791
27
$4.72M 0.99%
61,652
-1,265
28
$4.71M 0.98%
21,722
-447
29
$3.94M 0.82%
24,979
-99
30
$3.82M 0.8%
14,621
-48
31
$3.52M 0.74%
41,753
+34,433
32
$2.88M 0.6%
72,085
+41,451
33
$2.76M 0.58%
13,812
-303
34
$2.37M 0.5%
4,479
+478
35
$2.36M 0.49%
57,966
36
$2.33M 0.49%
2,629
-57
37
$2.3M 0.48%
16,023
-785
38
$2.14M 0.45%
23,993
-576
39
$2.13M 0.44%
+25,275
40
$2.13M 0.44%
13,813
+599
41
$2.08M 0.43%
21,956
+455
42
$2.03M 0.42%
4,463
-160
43
$2.02M 0.42%
6,962
+39
44
$1.83M 0.38%
56,253
+14,802
45
$1.72M 0.36%
+21,275
46
$1.69M 0.35%
7,140
-315
47
$1.57M 0.33%
23,810
48
$1.43M 0.3%
12,666
+16
49
$1.39M 0.29%
18,139
+110
50
$1.35M 0.28%
+2,507
1
2
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