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
76
$490K 0.12%
16,420
+418
77
$465K 0.11%
977
+20
78
$407K 0.1%
8,492
+100
79
$371K 0.09%
9,020
+153
80
$363K 0.09%
7,230
81
$362K 0.09%
12,559
82
$354K 0.09%
8,180
83
$345K 0.08%
1,390
+100
84
$328K 0.08%
6,665
-38
85
$312K 0.08%
4,560
+4
86
$312K 0.08%
6,434
87
$302K 0.07%
3,592
88
$295K 0.07%
2,543
89
$291K 0.07%
2,764
-33
90
$282K 0.07%
798
91
$280K 0.07%
1,162
92
$272K 0.07%
3,226
93
$265K 0.06%
3,000
94
$262K 0.06%
599
+1
95
$259K 0.06%
2,406
96
$256K 0.06%
5,060
97
$250K 0.06%
1,246
98
$248K 0.06%
1,423
99
$236K 0.06%
1,106
+34
100
$235K 0.06%
+6,965
1 2 3
4
5