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
51
$1.3M 0.27%
9,806
52
$1.28M 0.27%
3,616
-130
53
$1.28M 0.27%
+3,028
54
$1.19M 0.25%
3,373
+456
55
$1.15M 0.24%
23,151
+210
56
$1.11M 0.23%
20,150
+380
57
$1.1M 0.23%
2,356
+19
58
$1.07M 0.22%
6,351
-103
59
$1M 0.21%
5,062
60
$977K 0.2%
10,108
+213
61
$959K 0.2%
10,651
62
$922K 0.19%
9,626
-61
63
$909K 0.19%
8,393
-128
64
$778K 0.16%
24,834
+13,107
65
$733K 0.15%
2,580
-3
66
$707K 0.15%
29,912
+634
67
$706K 0.15%
2,130
68
$681K 0.14%
4,197
+195
69
$677K 0.14%
3,261
+1,171
70
$674K 0.14%
20,186
+146
71
$626K 0.13%
10,962
72
$620K 0.13%
1,780
73
$617K 0.13%
4,460
74
$610K 0.13%
2,084
-42
75
$603K 0.13%
1,144
+38
1 2
3
4 5