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

Top Buys

1 +$871K
2 +$708K
3 +$228K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$228K
5
PM icon
Philip Morris
PM
+$216K

Top Sells

1 +$703K
2 +$492K
3 +$456K
4
COST icon
Costco
COST
+$352K
5
TSLA icon
Tesla
TSLA
+$342K

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
101
$67.2K 0.02%
+30,000
102
-7,922
103
-1,290