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
$2.58B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.89M
3
+$9.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.56M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.52M

Top Sells

1
+$10.7M
2
+$8.27M
3
+$5.31M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$4.41M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$4.36M

Sector Composition

1 Technology 2.57%
2 Consumer Staples 1.88%
3 Financials 1.65%
4 Industrials 1.52%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$327K 0.01%
6,113
+287
402
$325K 0.01%
+4,446
403
$324K 0.01%
1,150
+300
404
$321K 0.01%
2,184
+11
405
$321K 0.01%
2,721
+296
406
$320K 0.01%
4,644
+25
407
$319K 0.01%
5,935
+356
408
$317K 0.01%
338
+144
409
$316K 0.01%
+2,705
410
$315K 0.01%
+1,944
411
$311K 0.01%
+9,370
412
$310K 0.01%
14,814
+4,475
413
$309K 0.01%
9,813
+48
414
$309K 0.01%
2,046
-50
415
$307K 0.01%
4,424
-184
416
$306K 0.01%
6,125
+231
417
$305K 0.01%
14,454
+790
418
$304K 0.01%
+8,421
419
$303K 0.01%
+9,573
420
$303K 0.01%
+3,223
421
$302K 0.01%
3,472
+300
422
$302K 0.01%
1,977
+297
423
$295K 0.01%
+6,687
424
$294K 0.01%
2,212
425
$293K 0.01%
2,229
-101
15 16
17
18 19