LNC

Lincoln National Corp Portfolio holdings

AUM $3.51B
1-Year Est. Return 9.46%
This Quarter Est. Return
1 Year Est. Return
+9.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$11.2M
3
+$8.18M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.9M

Top Sells

1
+$9.34M
2
+$7.56M
3
+$2.57M
4
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$2.37M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.62M

Sector Composition

1 Technology 1.26%
2 Financials 1.21%
3 Industrials 1.05%
4 Consumer Staples 1.02%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$541K 0.02%
3,748
-855
252
$538K 0.02%
3,567
-88
253
$538K 0.02%
8,545
+506
254
$537K 0.02%
+25,297
255
$537K 0.02%
10,345
-1,744
256
$524K 0.02%
+18,480
257
$521K 0.02%
10,108
-1,270
258
$517K 0.02%
9,586
-701
259
$516K 0.02%
7,708
+2,725
260
$510K 0.02%
2,641
-2,240
261
$509K 0.02%
1,654
-222
262
$508K 0.02%
85,920
+2,240
263
$505K 0.02%
7,493
+437
264
$505K 0.02%
11,766
-215
265
$504K 0.02%
33,273
+6,825
266
$503K 0.02%
12,064
-2,156
267
$500K 0.02%
42,580
+2,661
268
$498K 0.02%
19,222
269
$488K 0.02%
10,214
-2,000
270
$488K 0.02%
7,710
271
$488K 0.02%
4,544
+1,492
272
$487K 0.02%
3,602
-36
273
$480K 0.02%
9,407
+787
274
$479K 0.02%
2,779
-2,579
275
$473K 0.02%
3,384
-408
9 10
11
12 13