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
$3.09B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.8M
3
+$9.38M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$9.13M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$8.48M

Top Sells

1
+$10.4M
2
+$5.15M
3
+$2.52M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.49M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$2.15M

Sector Composition

1 Technology 3.25%
2 Financials 2.01%
3 Industrials 1.64%
4 Consumer Staples 1.63%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$293K 0.01%
+10,891
502
$293K 0.01%
902
-17
503
$293K 0.01%
+6,719
504
$292K 0.01%
1,385
+174
505
$292K 0.01%
5,042
+1,474
506
$291K 0.01%
4,457
+8
507
$288K 0.01%
3,553
+685
508
$280K 0.01%
829
-25
509
$280K 0.01%
4,676
510
$279K 0.01%
+2,400
511
$278K 0.01%
7,164
-196
512
$276K 0.01%
+12,753
513
$276K 0.01%
1,299
+183
514
$276K 0.01%
11,462
+1,139
515
$273K 0.01%
10,038
+1,070
516
$272K 0.01%
4,186
-124
517
$272K 0.01%
10,750
+60
518
$272K 0.01%
+5,655
519
$270K 0.01%
10,338
+185
520
$269K 0.01%
2,401
+32
521
$267K 0.01%
9,580
522
$267K 0.01%
+7,753
523
$267K 0.01%
827
+52
524
$266K 0.01%
10,130
+218
525
$265K 0.01%
+4,331
19 20
21
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