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
76
$302K 0.1%
3,249
-118
77
$302K 0.1%
+1,284
78
$294K 0.1%
2,013
-47
79
$268K 0.09%
3,753
-38,255
80
$265K 0.09%
+1,352
81
$257K 0.08%
2,191
82
$256K 0.08%
10,486
83
$255K 0.08%
3,000
84
$247K 0.08%
+5,307
85
$239K 0.08%
+2,767
86
$230K 0.07%
+1,181
87
$222K 0.07%
+4,965
88
$222K 0.07%
2,687
89
$219K 0.07%
803
1 2 3
4