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
$347M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$715K
3
+$234K
4
IBM icon
IBM
IBM
+$233K
5
PM icon
Philip Morris
PM
+$231K

Top Sells

1
+$658K
2
+$550K
3
+$462K
4
TSLA icon
Tesla
TSLA
+$342K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$334K

Sector Composition

1 Financials 37.92%
2 Consumer Discretionary 12.76%
3 Consumer Staples 12.39%
4 Healthcare 9.69%
5 Technology 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$435K 0.13%
1,780
77
$406K 0.12%
8,069
+1,301
78
$398K 0.11%
9,492
-246
79
$392K 0.11%
1,581
+17
80
$377K 0.11%
4,548
+2
81
$374K 0.11%
9,599
-95
82
$367K 0.11%
3,637
83
$343K 0.1%
7,873
84
$310K 0.09%
15,543
+105
85
$296K 0.09%
1,610
-50
86
$291K 0.08%
3,283
-1
87
$278K 0.08%
2,357
-122
88
$269K 0.08%
6,503
-2,931
89
$262K 0.08%
2,406
90
$256K 0.07%
3,103
91
$250K 0.07%
3,275
-515
92
$243K 0.07%
5,105
-105
93
$236K 0.07%
2,784
+30
94
$234K 0.07%
+9,927
95
$233K 0.07%
+1,650
96
$232K 0.07%
2,500
97
$231K 0.07%
+2,287
98
$231K 0.07%
1,326
-26
99
$223K 0.06%
584
-5
100
$200K 0.06%
+569
1 2 3
4
5