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
51
$617K 0.2%
2,751
52
$604K 0.2%
1,609
+544
53
$519K 0.17%
5,062
54
$485K 0.16%
5,277
+387
55
$466K 0.15%
3,063
-26
56
$457K 0.15%
4,488
57
$452K 0.15%
9,835
+835
58
$439K 0.14%
3,691
+332
59
$436K 0.14%
2,476
-7
60
$435K 0.14%
6,500
61
$433K 0.14%
4,531
+1
62
$429K 0.14%
11,642
-49
63
$419K 0.14%
8,354
+298
64
$413K 0.13%
7,681
-1,515
65
$393K 0.13%
7,805
66
$387K 0.13%
1,580
67
$368K 0.12%
5,257
68
$366K 0.12%
4,660
69
$364K 0.12%
2,406
70
$351K 0.11%
4,720
-220
71
$338K 0.11%
3,912
72
$329K 0.11%
5,458
-9,453
73
$318K 0.1%
6,727
+685
74
$312K 0.1%
6,272
75
$312K 0.1%
1,428
1 2
3
4