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
$2.71B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$6.11M
3
+$4.59M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.82M

Top Sells

1
+$9.81M
2
+$5.3M
3
+$3.57M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.7M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$2.49M

Sector Composition

1 Technology 2.74%
2 Financials 1.8%
3 Consumer Staples 1.65%
4 Industrials 1.59%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$733K 0.03%
+6,197
277
$730K 0.03%
16,472
+1,466
278
$729K 0.03%
12,391
-2,828
279
$729K 0.03%
12,087
-247
280
$726K 0.03%
13,156
+3,281
281
$726K 0.03%
13,600
+4,943
282
$724K 0.03%
4,432
+515
283
$718K 0.03%
21,732
+5,928
284
$715K 0.03%
6,587
+1,951
285
$715K 0.03%
15,884
+2,100
286
$702K 0.03%
4,160
+30
287
$702K 0.03%
6,107
+1,109
288
$699K 0.03%
27,799
-3,365
289
$691K 0.03%
20,051
-1,359
290
$690K 0.03%
7,479
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291
$683K 0.03%
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292
$682K 0.03%
47,193
-17,742
293
$681K 0.03%
2,759
+266
294
$665K 0.02%
18,288
+152
295
$663K 0.02%
7,268
+1,126
296
$660K 0.02%
+4,177
297
$655K 0.02%
46,254
298
$649K 0.02%
14,091
+101
299
$643K 0.02%
9,011
+803
300
$631K 0.02%
26,394
+652
10 11
12
13 14