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
51
$1.01M 0.24%
+2,458
52
$1M 0.24%
9,310
+1,808
53
$968K 0.23%
12,482
-16
54
$950K 0.22%
2,816
55
$942K 0.22%
17,550
+3,455
56
$904K 0.21%
24,000
57
$875K 0.21%
4,846
+21
58
$871K 0.2%
3,029
+9
59
$790K 0.19%
575
60
$777K 0.18%
1,725
61
$764K 0.18%
10,079
62
$749K 0.18%
+23,868
63
$720K 0.17%
4,870
+87
64
$718K 0.17%
3,317
65
$707K 0.17%
5,062
66
$698K 0.16%
5,297
-65
67
$691K 0.16%
2,751
68
$649K 0.15%
12,144
+2,190
69
$593K 0.14%
6,862
-180
70
$567K 0.13%
6,500
71
$484K 0.11%
2,126
-150
72
$472K 0.11%
9,835
+254
73
$458K 0.11%
1,275
+9
74
$453K 0.11%
4,542
+3
75
$451K 0.11%
9,775
-270
1 2
3
4 5