LCM
Linker Capital Management Portfolio holdings
AUM
$97.9M
1-Year Est. Return
15.54%
1 Year Est. Return
+15.54%
AUM
$97.9M
AUM Growth
+$6.7M
(+7.3%)
Holding
40
Top Sells
| 1 | +$200K | |
| 2 | +$189K | |
| 3 | +$187K | |
| 4 |
Coca-Cola
KO
|
+$170K |
Sector Composition
| 1 | Technology | 19.67% |
| 2 | Financials | 12.74% |
| 3 | Communication Services | 5.71% |
| 4 | Healthcare | 4.3% |
| 5 | Consumer Staples | 4.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P Small-Cap ETF
IJR
$84.1B
| $498K | 0.51% |
5,000
|
|
||
27
Truist Financial
TFC
$55.9B
| $471K | 0.48% |
15,519
|
|
||
28
Dell
DELL
$104B
| $439K | 0.45% |
8,108
|
|
||
|
29
Coca-Cola
KO
$295B
| $436K | 0.45% |
7,240
-2,820
|
|
||
30
iShares MSCI EAFE ETF
EFA
$67.5B
| $434K | 0.44% |
5,983
-2,608
|
|
||
31
Abbott
ABT
$219B
| $430K | 0.44% |
3,947
-1,716
|
|
||
32
Microsoft
MSFT
$3.82T
| $364K | 0.37% |
1,070
|
|
||
33
US Bancorp
USB
$72.2B
| $336K | 0.34% |
10,170
|
|
||
34
Berkshire Hathaway Class A
BRK.A
$1.05T
| $295K | 0.3% |
6
|
|
||
35
PayPal
PYPL
$61.8B
| $293K | 0.3% |
4,390
|
|
||
36
Western Union
WU
$2.87B
| $263K | 0.27% |
22,389
|
|
||
37
JPMorgan Chase
JPM
$842B
| $192K | 0.2% |
+1,318
|
|
||
38
Chubb
CB
$112B
| – | – |
-1,032
|
|