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
501
$244K 0.01%
7,187
+98
502
$241K 0.01%
15,223
+1,292
503
$240K 0.01%
+4,752
504
$240K 0.01%
+3,489
505
$238K 0.01%
8,968
-1,080
506
$237K 0.01%
5,629
+42
507
$234K 0.01%
10,551
-827
508
$232K 0.01%
+3,045
509
$231K 0.01%
+4,155
510
$230K 0.01%
+4,188
511
$230K 0.01%
+4,519
512
$230K 0.01%
+5,166
513
$229K 0.01%
775
+103
514
$228K 0.01%
7,689
515
$228K 0.01%
1,099
+60
516
$228K 0.01%
3,513
-3
517
$227K 0.01%
10,005
+1
518
$225K 0.01%
3,832
+360
519
$225K 0.01%
+2,868
520
$222K 0.01%
15,527
-3,583
521
$222K 0.01%
8,760
522
$222K 0.01%
499
+38
523
$219K 0.01%
+5,873
524
$218K 0.01%
4,056
-58
525
$217K 0.01%
6,834
+309
19 20
21
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