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
476
$412K 0.01%
10,173
477
$411K 0.01%
9,140
+279
478
$411K 0.01%
15,259
479
$409K 0.01%
2,908
+349
480
$409K 0.01%
14,614
+103
481
$407K 0.01%
8,630
+2,120
482
$405K 0.01%
29,594
+3,539
483
$403K 0.01%
+17,127
484
$402K 0.01%
10,002
-58
485
$402K 0.01%
7,102
+622
486
$401K 0.01%
+5,278
487
$401K 0.01%
32,189
-10,205
488
$400K 0.01%
6,456
+58
489
$399K 0.01%
6,828
+68
490
$398K 0.01%
9,794
-12,438
491
$397K 0.01%
4,548
+1,136
492
$396K 0.01%
8,077
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493
$394K 0.01%
23,837
-10,828
494
$394K 0.01%
1,446
495
$393K 0.01%
9,645
-617
496
$392K 0.01%
10,261
-656
497
$392K 0.01%
4,126
-178
498
$388K 0.01%
8,256
+3
499
$388K 0.01%
11,491
-111
500
$388K 0.01%
5,823
-428
18 19
20
21 22