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
$2.58B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.75M
3
+$9.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.44M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.47M

Top Sells

1
+$10.6M
2
+$8.15M
3
+$5.22M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$4.41M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$4.36M

Sector Composition

1 Technology 2.57%
2 Consumer Staples 1.88%
3 Financials 1.65%
4 Industrials 1.52%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K ﹤0.01%
51
-2
552
$9K ﹤0.01%
14,500
553
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-5,890
554
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-14,820
555
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557
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558
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560
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561
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562
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563
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564
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565
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566
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567
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569
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572
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