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
501
$460K 0.01%
13,566
-3,893
502
$457K 0.01%
4,933
-799
503
$455K 0.01%
13,096
+751
504
$454K 0.01%
10,570
+2,978
505
$452K 0.01%
13,808
-156
506
$452K 0.01%
6,327
-291
507
$450K 0.01%
10,761
+641
508
$449K 0.01%
3,259
+40
509
$449K 0.01%
7,977
+693
510
$448K 0.01%
9,870
-301
511
$448K 0.01%
4,627
-83
512
$448K 0.01%
8,024
+149
513
$447K 0.01%
1,396
-78
514
$446K 0.01%
11,211
+285
515
$445K 0.01%
17,277
-142
516
$445K 0.01%
47,385
-18,617
517
$444K 0.01%
+14,042
518
$443K 0.01%
5,200
-896
519
$443K 0.01%
25,364
-24,388
520
$437K 0.01%
+9,355
521
$437K 0.01%
+8,921
522
$433K 0.01%
4,862
+1,071
523
$433K 0.01%
24,451
+1,325
524
$432K 0.01%
2,512
+370
525
$431K 0.01%
5,761
-1,920
19 20
21
22 23