LNC

Lincoln National Corp Portfolio holdings

AUM $3.42B
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$9.65M
3
+$9.63M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.54M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.24M

Top Sells

1
+$23.8M
2
+$4.54M
3
+$4.07M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$3.44M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.89M

Sector Composition

1 Technology 4.46%
2 Consumer Discretionary 2.22%
3 Consumer Staples 1.87%
4 Healthcare 1.68%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$284K 0.01%
5,466
527
$283K 0.01%
9,149
-700
528
$283K 0.01%
14,078
-19,114
529
$281K 0.01%
+1,963
530
$281K 0.01%
6,480
-2,112
531
$280K 0.01%
+3,288
532
$279K 0.01%
4,407
+7
533
$279K 0.01%
10,475
-27,921
534
$277K 0.01%
3,022
-245
535
$277K 0.01%
8,107
-200
536
$276K 0.01%
+2,467
537
$276K 0.01%
+1,666
538
$272K 0.01%
10,499
-543
539
$271K 0.01%
3,072
-204
540
$267K 0.01%
10,373
-58
541
$266K 0.01%
+4,159
542
$266K 0.01%
4,263
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543
$265K 0.01%
9,030
+88
544
$265K 0.01%
2,730
-5
545
$264K 0.01%
1,589
-240
546
$264K 0.01%
804
+105
547
$259K 0.01%
4,011
-171
548
$257K 0.01%
8,414
-1,177
549
$254K 0.01%
3,339
-400
550
$254K 0.01%
6,717
20 21
22
23 24