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
51
$1.01M 0.25%
9,806
52
$1M 0.24%
24,973
+5
53
$959K 0.23%
6,544
54
$938K 0.23%
10,719
+9
55
$879K 0.21%
2,828
+16
56
$858K 0.21%
11,001
57
$803K 0.2%
10,077
58
$777K 0.19%
7,773
-14
59
$756K 0.18%
5,062
60
$732K 0.18%
4,515
+1
61
$728K 0.18%
30,505
+818
62
$697K 0.17%
575
63
$697K 0.17%
3,644
64
$695K 0.17%
12,918
+2
65
$648K 0.16%
4,867
66
$614K 0.15%
21,758
+1,200
67
$583K 0.14%
2,700
68
$569K 0.14%
2,187
69
$560K 0.14%
3,746
+32
70
$559K 0.14%
2,998
+1
71
$557K 0.14%
20,807
+9
72
$533K 0.13%
1,780
73
$513K 0.13%
4,488
74
$495K 0.12%
2,126
75
$492K 0.12%
6,500
1 2
3
4 5