LNC

Lincoln National Corp Portfolio holdings

AUM $3.42B
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$7.03M
3
+$6.83M
4
BND icon
Vanguard Total Bond Market
BND
+$6.44M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$4.56M

Top Sells

1
+$31M
2
+$3.37M
3
+$3.2M
4
INTC icon
Intel
INTC
+$3M
5
PAYX icon
Paychex
PAYX
+$2.93M

Sector Composition

1 Consumer Staples 1.36%
2 Consumer Discretionary 1.12%
3 Financials 1.07%
4 Technology 0.99%
5 Energy 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$306K 0.02%
+4,750
252
$304K 0.02%
+7,332
253
$303K 0.02%
+7,244
254
$302K 0.02%
6,034
255
$296K 0.02%
7,251
+628
256
$293K 0.02%
3,227
+390
257
$288K 0.01%
10,489
+58
258
$288K 0.01%
+2,187
259
$287K 0.01%
3,921
+4
260
$287K 0.01%
1,327
+2
261
$287K 0.01%
19,890
+40
262
$281K 0.01%
+3,784
263
$279K 0.01%
5,461
-926
264
$276K 0.01%
3,286
-262
265
$275K 0.01%
+2,274
266
$273K 0.01%
5,600
267
$271K 0.01%
10,012
+56
268
$270K 0.01%
5,941
+29
269
$269K 0.01%
6,249
-72
270
$269K 0.01%
+3,342
271
$268K 0.01%
6,314
+1,617
272
$266K 0.01%
+9,894
273
$263K 0.01%
6,636
+47
274
$263K 0.01%
428
275
$261K 0.01%
+11,207
9 10
11
12 13