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
$4.27B
AUM Growth
-$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.97M
3
+$5.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.11M

Top Sells

1
+$11.4M
2
+$10.3M
3
+$8.34M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.74M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$4.35M

Sector Composition

1 Technology 4.78%
2 Healthcare 2.34%
3 Financials 2.21%
4 Consumer Staples 2.07%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$510K 0.01%
3,013
-7,058
477
$509K 0.01%
3,743
-16
478
$506K 0.01%
3,174
+1,085
479
$503K 0.01%
10,003
+2,004
480
$500K 0.01%
6,166
-157
481
$499K 0.01%
+12,189
482
$498K 0.01%
4,355
+256
483
$497K 0.01%
9,141
+1,087
484
$493K 0.01%
23,508
+6,043
485
$491K 0.01%
13,261
486
$485K 0.01%
5,726
+234
487
$482K 0.01%
2,242
-24
488
$481K 0.01%
13,489
+2,639
489
$480K 0.01%
576
490
$478K 0.01%
7,782
-53
491
$477K 0.01%
16,881
492
$475K 0.01%
1,861
+101
493
$472K 0.01%
7,355
-403
494
$471K 0.01%
34,572
495
$471K 0.01%
+23,750
496
$467K 0.01%
14,493
+4,374
497
$466K 0.01%
1,213
+2
498
$465K 0.01%
6,194
-1,778
499
$463K 0.01%
20,501
+137
500
$462K 0.01%
9,125
-31,872
18 19
20
21 22