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
$3.78B
AUM Growth
+$418M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.7M
3
+$9.39M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$6.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.35M

Top Sells

1
+$13.4M
2
+$9.21M
3
+$5.32M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.44M

Sector Composition

1 Technology 4.4%
2 Consumer Discretionary 2%
3 Consumer Staples 1.82%
4 Financials 1.8%
5 Healthcare 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$491K 0.01%
13,218
+50
427
$481K 0.01%
15,108
428
$478K 0.01%
18,811
429
$478K 0.01%
3,669
430
$477K 0.01%
6,113
+316
431
$475K 0.01%
1,927
+258
432
$475K 0.01%
20,565
+4,427
433
$467K 0.01%
16,380
+20
434
$461K 0.01%
389
435
$461K 0.01%
4,682
+2,337
436
$461K 0.01%
10,859
+1
437
$461K 0.01%
3,358
+1,025
438
$460K 0.01%
10,913
-173
439
$460K 0.01%
+10,396
440
$457K 0.01%
+2,967
441
$452K 0.01%
15,988
442
$450K 0.01%
6,824
+1,360
443
$449K 0.01%
7,767
+954
444
$445K 0.01%
+3,519
445
$444K 0.01%
24,827
+3,585
446
$443K 0.01%
+2,224
447
$442K 0.01%
+8,084
448
$441K 0.01%
12,066
-1,050
449
$441K 0.01%
+21,820
450
$440K 0.01%
5,367
16 17
18
19 20