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
451
$301K 0.01%
4,082
+473
452
$300K 0.01%
+5,758
453
$299K 0.01%
3,332
+269
454
$296K 0.01%
4,870
-219
455
$292K 0.01%
9,656
+1,479
456
$291K 0.01%
7,360
+3
457
$285K 0.01%
2,443
-42
458
$285K 0.01%
8,069
+653
459
$284K 0.01%
10,159
+2,909
460
$279K 0.01%
142
+3
461
$279K 0.01%
+9,100
462
$279K 0.01%
8,082
463
$278K 0.01%
1,211
+130
464
$274K 0.01%
4,310
+150
465
$272K 0.01%
2,438
+147
466
$271K 0.01%
4,449
+10
467
$270K 0.01%
2,369
468
$270K 0.01%
+1,941
469
$270K 0.01%
+4,592
470
$267K 0.01%
4,625
-174
471
$267K 0.01%
7,060
+5
472
$267K 0.01%
919
+9
473
$266K 0.01%
4,783
+938
474
$264K 0.01%
4,496
-170
475
$264K 0.01%
10,153
17 18
19
20 21