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
$3.09B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.8M
3
+$9.38M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$9.13M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$8.48M

Top Sells

1
+$10.4M
2
+$5.15M
3
+$2.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.49M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.15M

Sector Composition

1 Technology 3.25%
2 Financials 2.01%
3 Industrials 1.64%
4 Consumer Staples 1.63%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$368K 0.01%
3,767
+12
452
$367K 0.01%
+1,404
453
$366K 0.01%
+12,091
454
$366K 0.01%
14,230
455
$366K 0.01%
6,273
+66
456
$365K 0.01%
5,182
+4
457
$365K 0.01%
7,229
+213
458
$362K 0.01%
+4,279
459
$360K 0.01%
+3,829
460
$360K 0.01%
11,850
+853
461
$359K 0.01%
449
+21
462
$358K 0.01%
2,423
-2,034
463
$356K 0.01%
13,808
+137
464
$354K 0.01%
7,336
-345
465
$350K 0.01%
6,399
+350
466
$350K 0.01%
27,336
-1,902
467
$349K 0.01%
4,149
-86
468
$348K 0.01%
5,714
+931
469
$346K 0.01%
3,578
-1,440
470
$345K 0.01%
13,522
+334
471
$344K 0.01%
2,690
-6
472
$344K 0.01%
7,886
+657
473
$342K 0.01%
+4,926
474
$340K 0.01%
3,854
+809
475
$338K 0.01%
12,366
-1,115
17 18
19
20 21