LNC
Lincoln National Corp Portfolio holdings
AUM
$3.3B
1-Year Return
10.22%
This Quarter Return
-12.38%
1 Year Return
+10.22%
3 Year Return
+39.94%
5 Year Return
+58.44%
10 Year Return
+104.63%
AUM
$4.27B
AUM Growth
-$568M
(-12%)
Cap. Flow
+$55.5M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
40.83%
Holding
968
New
60
Increased
443
Reduced
303
Closed
108
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
+$16.9M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
+$9.97M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$5.3M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.47M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.11M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.4M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
+$10.3M |
| 3 |
SPDR Portfolio TIPS ETF
SPIP
|
+$8.34M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
+$4.74M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$4.35M |
Sector Composition
| 1 | Technology | 4.78% |
| 2 | Healthcare | 2.34% |
| 3 | Financials | 2.21% |
| 4 | Consumer Staples | 2.07% |
| 5 | Consumer Discretionary | 1.62% |
