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
576
$226K 0.01%
7,658
+516
577
$225K 0.01%
2,003
+68
578
$225K 0.01%
5,296
+78
579
$219K 0.01%
+2,269
580
$219K 0.01%
8,191
+58
581
$218K 0.01%
+2,985
582
$218K 0.01%
+1,643
583
$218K 0.01%
+1,502
584
$216K 0.01%
1,051
+40
585
$216K 0.01%
4,606
-993
586
$215K 0.01%
6,416
-3,209
587
$215K 0.01%
+1,445
588
$215K 0.01%
+851
589
$213K 0.01%
+2,236
590
$212K 0.01%
2,323
591
$212K 0.01%
+1,159
592
$209K 0.01%
+3,032
593
$208K 0.01%
356
+2
594
$208K 0.01%
+1,957
595
$208K 0.01%
3,462
-4,289
596
$208K 0.01%
6,703
+21
597
$207K 0.01%
+6,577
598
$205K 0.01%
3,309
-958
599
$204K 0.01%
2,949
-826
600
$204K 0.01%
+5,560
22 23
24
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