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
476
$264K 0.01%
2,229
477
$263K 0.01%
8,330
+244
478
$263K 0.01%
4,676
479
$263K 0.01%
10,677
+60
480
$261K 0.01%
1,233
+21
481
$260K 0.01%
+6,083
482
$259K 0.01%
4,799
+5
483
$258K 0.01%
10,776
+43
484
$257K 0.01%
9,912
485
$253K 0.01%
9,170
+220
486
$253K 0.01%
+854
487
$253K 0.01%
17,550
+1,950
488
$252K 0.01%
10,690
+55
489
$252K 0.01%
1,011
+467
490
$252K 0.01%
+4,141
491
$251K 0.01%
9,580
492
$251K 0.01%
+2,818
493
$251K 0.01%
+5,599
494
$249K 0.01%
+2,007
495
$249K 0.01%
3,897
+109
496
$249K 0.01%
+2,595
497
$246K 0.01%
4,267
498
$245K 0.01%
12,552
+219
499
$245K 0.01%
3,775
-2,078
500
$245K 0.01%
2,577
-1,540
18 19
20
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