LNC
Lincoln National Corp Portfolio holdings
AUM
$3.3B
This Quarter Return
+6.74%
1 Year Return
+10.22%
3 Year Return
+39.94%
5 Year Return
+58.44%
10 Year Return
+104.63%
AUM
$3.37B
AUM Growth
+$3.37B
(+7.5%)
Cap. Flow
+$95.2M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
47.64%
Holding
727
New
82
Increased
325
Reduced
236
Closed
47
Top Buys
| 1 |
Apple
AAPL
|
$50.4M |
| 2 |
Vanguard Total Bond Market
BND
|
$17.4M |
| 3 |
SPDR Portfolio TIPS ETF
SPIP
|
$9.69M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$9.61M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
$7.54M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$23.4M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$4.55M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$4.19M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$3.31M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.87M |
Sector Composition
| 1 | Technology | 4.46% |
| 2 | Consumer Discretionary | 2.22% |
| 3 | Consumer Staples | 1.87% |
| 4 | Healthcare | 1.67% |
| 5 | Financials | 1.6% |