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
301
$389K 0.02%
4,793
-9,228
302
$388K 0.02%
8,231
-4,440
303
$387K 0.02%
7,587
+2,073
304
$383K 0.02%
+16,752
305
$381K 0.02%
4,924
-610
306
$380K 0.02%
7,472
+2,608
307
$377K 0.02%
3,203
-83
308
$374K 0.02%
3,986
-1,957
309
$370K 0.02%
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+14
310
$369K 0.02%
2,812
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311
$368K 0.02%
+18,399
312
$361K 0.02%
24,842
-3,031
313
$358K 0.02%
6,866
-1,560
314
$358K 0.02%
11,518
+801
315
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316
$347K 0.02%
5,064
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317
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318
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31,173
-5,604
319
$343K 0.02%
12,470
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320
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10,423
-350
321
$342K 0.02%
11,561
322
$339K 0.02%
3,213
-399
323
$339K 0.02%
14,338
+141
324
$338K 0.02%
6,420
-239
325
$337K 0.02%
13,482
-2,906
11 12
13
14 15