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
$4.27B
AUM Growth
-$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$9.97M
3
+$5.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.47M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.11M

Top Sells

1
+$11.4M
2
+$10.3M
3
+$8.34M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.74M
5
BNDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$205K ﹤0.01%
1,190
+197
802
$205K ﹤0.01%
2,381
+48
803
$205K ﹤0.01%
2,399
-1,132
804
$204K ﹤0.01%
6,457
+781
805
$204K ﹤0.01%
3,943
+20
806
$203K ﹤0.01%
+3,868
807
$203K ﹤0.01%
7,294
+29
808
$203K ﹤0.01%
2,605
-2,526
809
$202K ﹤0.01%
+7,916
810
$201K ﹤0.01%
2,340
+157
811
$201K ﹤0.01%
441
+32
812
$201K ﹤0.01%
+7,553
813
$197K ﹤0.01%
+15,154
814
$188K ﹤0.01%
15,082
+46
815
$183K ﹤0.01%
10,206
816
$175K ﹤0.01%
+18,834
817
$175K ﹤0.01%
13,198
+2,251
818
$171K ﹤0.01%
19,754
+1,203
819
$156K ﹤0.01%
7,665
+2,500
820
$154K ﹤0.01%
15,766
+183
821
$153K ﹤0.01%
10,433
+2
822
$151K ﹤0.01%
17,807
+4
823
$150K ﹤0.01%
+14,290
824
$148K ﹤0.01%
11,835
-2,527
825
$144K ﹤0.01%
15,634
+219
31 32
33
34 35