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
$726M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$3.84M
3
+$3.72M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.81M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.74M

Top Sells

1
+$1.66M
2
+$1.58M
3
+$586K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$419K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$412K

Sector Composition

1 Consumer Staples 2.36%
2 Technology 1.06%
3 Industrials 0.91%
4 Healthcare 0.86%
5 Energy 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.03%
2,570
+2
102
$248K 0.03%
+6,750
103
$240K 0.03%
+4,432
104
$238K 0.03%
6,152
+187
105
$238K 0.03%
+3,043
106
$236K 0.03%
9,487
+2,350
107
$234K 0.03%
+7,668
108
$232K 0.03%
6,795
+1,000
109
$210K 0.03%
+2,117
110
$205K 0.03%
7,932
+103
1 2 3 4
5