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
$4.05B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$9.15M
3
+$8.84M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.98M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.68M

Top Sells

1
+$6.88M
2
+$5.68M
3
+$3.73M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.56M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.68M

Sector Composition

1 Technology 4.22%
2 Consumer Discretionary 2.14%
3 Financials 1.96%
4 Consumer Staples 1.72%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$471K 0.01%
2,067
+469
477
$470K 0.01%
15,422
+808
478
$469K 0.01%
201
+47
479
$469K 0.01%
10,680
+1,908
480
$469K 0.01%
4,119
-90
481
$468K 0.01%
12,676
-12,098
482
$466K 0.01%
9,104
-842
483
$463K 0.01%
15,838
-2,009
484
$460K 0.01%
9,081
-1,907
485
$459K 0.01%
+7,470
486
$459K 0.01%
19,690
+5,526
487
$458K 0.01%
3,194
488
$457K 0.01%
11,382
+4,341
489
$456K 0.01%
30,379
+2,126
490
$455K 0.01%
3,402
+124
491
$454K 0.01%
22,873
-964
492
$453K 0.01%
14,362
+276
493
$452K 0.01%
8,994
+619
494
$451K 0.01%
10,855
+1,210
495
$451K 0.01%
15,646
+1,010
496
$447K 0.01%
7,950
-306
497
$446K 0.01%
8,805
-1,024
498
$442K 0.01%
14,910
-1,470
499
$441K 0.01%
1,374
+501
500
$437K 0.01%
7,413
-354
18 19
20
21 22