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
376
$435K 0.02%
15,969
-5,899
377
$434K 0.02%
+11,534
378
$432K 0.02%
5,324
+3
379
$430K 0.02%
6,781
-826
380
$429K 0.02%
10,251
+738
381
$428K 0.02%
13,582
-25
382
$427K 0.02%
4,007
+1,570
383
$426K 0.02%
20,025
+5,571
384
$423K 0.02%
3,569
+864
385
$421K 0.02%
8,520
-1,264
386
$421K 0.02%
4,591
+356
387
$420K 0.02%
4,626
-254
388
$416K 0.02%
4,339
+42
389
$413K 0.02%
7,872
+2,487
390
$412K 0.02%
16,558
391
$410K 0.02%
+16,649
392
$407K 0.02%
4,642
-592
393
$401K 0.01%
4,620
+2,170
394
$400K 0.01%
+6,578
395
$399K 0.01%
10,644
+709
396
$396K 0.01%
4,529
+198
397
$396K 0.01%
4,382
398
$390K 0.01%
5,178
+732
399
$385K 0.01%
10,840
-721
400
$384K 0.01%
13,481
+32
14 15
16
17 18