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
526
$265K 0.01%
4,904
+105
527
$264K 0.01%
4,032
+200
528
$264K 0.01%
+1,380
529
$260K 0.01%
+5,688
530
$260K 0.01%
+4,713
531
$259K 0.01%
515
+16
532
$258K 0.01%
4,526
+470
533
$258K 0.01%
+2,048
534
$258K 0.01%
2,636
+41
535
$257K 0.01%
17,016
+1,489
536
$257K 0.01%
7,089
-98
537
$256K 0.01%
4,025
+512
538
$254K 0.01%
+855
539
$253K 0.01%
11,993
-559
540
$253K 0.01%
+1,571
541
$252K 0.01%
5,669
+40
542
$251K 0.01%
+6,834
543
$250K 0.01%
+5,221
544
$250K 0.01%
10,133
-544
545
$248K 0.01%
19,336
+3,132
546
$248K 0.01%
4,197
-395
547
$247K 0.01%
2,011
+4
548
$247K 0.01%
5,166
549
$247K 0.01%
2,164
-274
550
$246K 0.01%
2,667
+90
20 21
22
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