LNCCX Mutual Fund

LNCCX Mutual Fund

NAV$11.19
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Showing the top 10 of 13 holdings · as of Mar 31, 2026
Top 10 weight
93.82%
LNCCX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtPimco Active Bond Etf
21.93%
21.9%22,349$2.06M--
2
BIV
Vanguard Intermediate-Term B
18.00%
39.9%21,939$1.69M--
3
TOTL
Spdr Doubleline Tr Tact E
14.94%
54.9%35,354$1.40M--
4DebtInvesco Total Return Bond ETF
12.95%
67.8%26,002$1.22M--
5
SCHV
Schwab Us Large-cap Value ETFFinancials · Capital Markets
8.93%
76.8%27,542$840.0KFinancialsCapital Markets
6
SCHG
Schwab U.s. Large-cap Growth EtfFinancials · Capital Markets
5.70%
82.5%18,404$536.1KFinancialsCapital Markets
7
HELO
JPMorgan Hedged Equity Laddered Overlay Etf
4.01%
86.5%5,904$377.3K--
8
FIENX
Fidelity Covington Trustfidelity Enhanced International Etf
3.04%
89.5%7,686$285.9K--
9
FGXXX
First American Government Obligations FundFinancials · Capital Markets
2.21%
91.7%-$207.7KFinancialsCapital Markets
10
AVUV
Avantis US S/C
2.11%
93.8%1,800$198.8K--
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Themes in the top 10
ETF ProvidersAsset ManagementGlobal BankingInvestment TechnologyInterest RatesConsumer SpendingArtificial IntelligenceSemiconductorsInflation Protection

LNCCX Mutual Fund Top Holdings

LNCCX holdings top 10 positions. The top 10 holdings account for 93.8% of the fund, led by Pimco Active Bond Etf at 21.9%, Vanguard Intermediate-Term B at 18.0%, Spdr Doubleline Tr Tact E at 14.9%.

LNCCX portfolio concentration is relatively high, with the top 10 representing 93.8% of total assets. The largest sector exposure is Financials at 18.8%.

LNCCX sectors provide a detailed breakdown. LNCCX overlap shows how holdings compare to other funds in your portfolio.