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
$2.58B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.89M
3
+$9.87M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.56M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.52M

Top Sells

1
+$10.7M
2
+$8.27M
3
+$5.31M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$4.41M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$4.36M

Sector Composition

1 Technology 2.57%
2 Consumer Staples 1.88%
3 Financials 1.65%
4 Industrials 1.52%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$225K 0.01%
+7,250
502
$224K 0.01%
+1,376
503
$224K 0.01%
4,114
+217
504
$224K 0.01%
2,450
-337
505
$224K 0.01%
8,760
+365
506
$221K 0.01%
6,522
+642
507
$220K 0.01%
15,587
+2,322
508
$220K 0.01%
633
-91
509
$217K 0.01%
+461
510
$216K 0.01%
18,630
+823
511
$216K 0.01%
+5,513
512
$216K 0.01%
15,600
+1,200
513
$215K 0.01%
12,333
+322
514
$215K 0.01%
+3,851
515
$214K 0.01%
4,334
-29
516
$213K 0.01%
+8,027
517
$210K 0.01%
+8,133
518
$210K 0.01%
7,943
+416
519
$209K 0.01%
+3,516
520
$208K 0.01%
8,288
-3,353
521
$207K 0.01%
+544
522
$206K 0.01%
6,273
-106
523
$205K 0.01%
+1,039
524
$205K 0.01%
+9,770
525
$204K 0.01%
+6,639
19 20
21
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