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
$1.42B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.36M
3
+$4.89M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.37M
5
GLD icon
SPDR Gold Trust
GLD
+$3.28M

Top Sells

1
+$10.9M
2
+$3.41M
3
+$1.94M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.89M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.46M

Sector Composition

1 Consumer Staples 2.14%
2 Technology 1.46%
3 Healthcare 1.22%
4 Consumer Discretionary 1.21%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$360K 0.03%
+6,662
177
$356K 0.03%
6,933
+69
178
$355K 0.03%
+4,059
179
$355K 0.03%
2,756
+828
180
$350K 0.02%
2,516
-2,455
181
$345K 0.02%
6,841
+1,691
182
$339K 0.02%
5,355
-6,602
183
$335K 0.02%
+10,706
184
$332K 0.02%
+3,039
185
$331K 0.02%
+3,226
186
$328K 0.02%
12,827
-367
187
$326K 0.02%
13,188
+4,416
188
$324K 0.02%
+3,158
189
$320K 0.02%
+4,372
190
$316K 0.02%
+2,835
191
$312K 0.02%
+11,490
192
$307K 0.02%
+2,503
193
$305K 0.02%
3,984
-6,550
194
$292K 0.02%
+11,393
195
$291K 0.02%
7,110
+449
196
$289K 0.02%
15,486
-144
197
$282K 0.02%
3,344
+446
198
$282K 0.02%
6,355
+74
199
$281K 0.02%
+5,478
200
$281K 0.02%
+6,121
6 7
8
9 10