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
$404M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$378K
3 +$373K
4
SBUX icon
Starbucks
SBUX
+$290K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$222K

Top Sells

1 +$170K
2 +$112K
3 +$106K
4
DEO icon
Diageo
DEO
+$95.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$83K

Sector Composition

1 Financials 34.3%
2 Consumer Discretionary 13.98%
3 Consumer Staples 12.44%
4 Communication Services 10.57%
5 Healthcare 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.05%
+3,781
102
$214K 0.05%
+4,480
103
$212K 0.05%
1,459
104
$212K 0.05%
+3,100
105
$206K 0.05%
+9,571
106
$201K 0.05%
+1,162