LC

Lincoln Capital Portfolio holdings

AUM $552M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.11M
3
+$676K
4
DHR icon
Danaher
DHR
+$571K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$497K

Top Sells

1
+$1.45M
2
+$1.09M
3
+$545K
4
SABR icon
Sabre
SABR
+$439K
5
PG icon
Procter & Gamble
PG
+$364K

Sector Composition

1 Financials 31.86%
2 Consumer Staples 16.57%
3 Consumer Discretionary 14.21%
4 Healthcare 12.06%
5 Communication Services 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,915
77
– –
-6,799
78
– –
-1,200
1 2 3
4