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
351
$487K 0.02%
2,709
+57
352
$486K 0.02%
2,024
+874
353
$485K 0.02%
33,568
-24,829
354
$484K 0.02%
6,589
+27
355
$484K 0.02%
28,750
+12,150
356
$484K 0.02%
24,283
+3,984
357
$479K 0.02%
10,476
-155
358
$476K 0.02%
1,875
-420
359
$476K 0.02%
2,598
+621
360
$475K 0.02%
18,429
+2,515
361
$471K 0.02%
4,555
-1,364
362
$467K 0.02%
22,696
+2,458
363
$465K 0.02%
3,581
+860
364
$459K 0.02%
7,751
+3,205
365
$455K 0.02%
19,725
+2,019
366
$451K 0.02%
3,988
367
$450K 0.02%
9,196
+71
368
$448K 0.02%
5,018
+452
369
$445K 0.02%
47,080
-900
370
$445K 0.02%
38,700
+500
371
$442K 0.02%
6,592
+1,764
372
$437K 0.02%
3,413
+406
373
$437K 0.02%
3,294
-18
374
$437K 0.02%
7,141
+14
375
$436K 0.02%
1,778
+12
13 14
15
16 17