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
$2.18B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$15.1M
3
+$9.46M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$7.64M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.59M

Top Sells

1
+$614M
2
+$8.54M
3
+$4.06M
4
CSML
IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
+$3.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.93M

Sector Composition

1 Consumer Staples 2.99%
2 Technology 1.6%
3 Financials 1.55%
4 Industrials 1.18%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$543K 0.02%
3,851
+37
252
$542K 0.02%
+18,919
253
$542K 0.02%
25,748
+13,675
254
$539K 0.02%
13,723
-97
255
$534K 0.02%
26,775
-8,170
256
$529K 0.02%
23,835
+3,015
257
$527K 0.02%
3,352
-6
258
$526K 0.02%
3,429
+286
259
$524K 0.02%
15,183
-407
260
$522K 0.02%
10,277
+96
261
$520K 0.02%
21,164
-3,032
262
$518K 0.02%
3,365
+10
263
$511K 0.02%
5,747
-180
264
$509K 0.02%
16,101
-4,863
265
$509K 0.02%
3,043
+772
266
$505K 0.02%
3,387
-24
267
$505K 0.02%
3,987
-568
268
$499K 0.02%
149,360
+33,280
269
$496K 0.02%
2,194
+8
270
$495K 0.02%
32,297
+4,039
271
$488K 0.02%
18,654
-5,252
272
$487K 0.02%
4,202
+168
273
$485K 0.02%
+11,959
274
$482K 0.02%
+21,284
275
$478K 0.02%
10,261
+3,611
9 10
11
12 13