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
$4.05B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$9.15M
3
+$8.84M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.98M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.68M

Top Sells

1
+$6.88M
2
+$5.68M
3
+$3.73M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.56M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.68M

Sector Composition

1 Technology 4.22%
2 Consumer Discretionary 2.14%
3 Financials 1.96%
4 Consumer Staples 1.72%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$634K 0.02%
2,571
+212
402
$630K 0.02%
10,355
-506
403
$628K 0.02%
7,334
+4,449
404
$627K 0.02%
+23,771
405
$623K 0.02%
3,369
+1,536
406
$621K 0.02%
5,096
+773
407
$620K 0.02%
22,781
+3,155
408
$620K 0.02%
+19,758
409
$619K 0.02%
13,104
-2,756
410
$618K 0.02%
10,767
+1,928
411
$616K 0.02%
8,873
+334
412
$614K 0.02%
6,677
-517
413
$611K 0.02%
8,256
+1,432
414
$611K 0.02%
58,230
415
$596K 0.01%
27,549
+1,842
416
$593K 0.01%
6,940
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417
$592K 0.01%
+17,986
418
$590K 0.01%
9,920
+1,290
419
$587K 0.01%
15,470
420
$586K 0.01%
6,428
+315
421
$583K 0.01%
2,123
-7,387
422
$582K 0.01%
12,057
+2,055
423
$581K 0.01%
1,995
-981
424
$580K 0.01%
11,549
425
$578K 0.01%
9,050
15 16
17
18 19