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
$4.05B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$9.15M
3
+$8.84M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.98M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$7.68M

Top Sells

1
+$6.88M
2
+$5.68M
3
+$3.73M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.56M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.68M

Sector Composition

1 Technology 4.22%
2 Consumer Discretionary 2.14%
3 Financials 1.96%
4 Consumer Staples 1.72%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$258K 0.01%
+2,498
677
$257K 0.01%
2,929
+44
678
$255K 0.01%
1,681
+3
679
$255K 0.01%
+5,480
680
$254K 0.01%
+8,355
681
$254K 0.01%
10,130
682
$253K 0.01%
2,201
+43
683
$253K 0.01%
+1,034
684
$252K 0.01%
2,124
685
$248K 0.01%
7,730
+18
686
$248K 0.01%
8,529
+300
687
$247K 0.01%
4,425
+23
688
$246K 0.01%
+14,132
689
$246K 0.01%
+5,984
690
$246K 0.01%
+8,428
691
$246K 0.01%
4,540
+124
692
$244K 0.01%
5,901
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693
$242K 0.01%
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694
$240K 0.01%
4,207
-161
695
$240K 0.01%
+812
696
$239K 0.01%
+388
697
$239K 0.01%
+6,612
698
$239K 0.01%
+3,898
699
$238K 0.01%
4,345
-460
700
$237K 0.01%
1,527
+83
26 27
28
29 30