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
$2.96B
AUM Growth
-$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,203
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$4.61M
3
+$4.59M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.51M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.23M

Top Sells

1
+$214M
2
+$127M
3
+$90.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$75.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.1M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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502
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503
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504
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505
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506
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507
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508
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509
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510
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511
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512
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514
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515
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516
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517
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518
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519
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520
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521
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522
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523
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-179,872
524
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525
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-17,546
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