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
$410M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$409K
3
+$203K
4
NVDA icon
NVIDIA
NVDA
+$200K
5
IBM icon
IBM
IBM
+$198K

Top Sells

1
+$2.24M
2
+$350K
3
+$331K
4
MSFT icon
Microsoft
MSFT
+$279K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$219K

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
101
$232K 0.06%
3,172
102
$228K 0.06%
1,560
103
$227K 0.06%
7,766
104
$215K 0.05%
+1,312
105
$214K 0.05%
+4,320
106
$211K 0.05%
1,999
-75
107
$204K 0.05%
2,170
108
$52.5K 0.01%
15,956
109
$10.5K ﹤0.01%
10,752
1 2 3 4
5