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
$1.28B
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.8M
3
+$1.75M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.7M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.53M

Top Sells

1
+$20.8M
2
+$15.3M
3
+$6.54M
4
BND icon
Vanguard Total Bond Market
BND
+$5.48M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.08M

Sector Composition

1 Consumer Staples 2.02%
2 Healthcare 1.21%
3 Technology 1.2%
4 Industrials 0.98%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-7,644
202
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-61,805
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-14,074
204
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-1,212
205
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-14,464
206
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-18,324
207
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-4,431
208
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-1,828
209
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-13,735
210
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-10,204
211
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-10,050
212
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-6,704
213
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-51,675
5 6 7 8
9