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
201
$280K 0.02%
3,652
+129
202
$279K 0.02%
8,392
-2,107
203
$278K 0.02%
5,600
204
$276K 0.02%
+3,736
205
$271K 0.02%
10,681
+156
206
$271K 0.02%
981
-11
207
$267K 0.02%
26,313
+319
208
$262K 0.02%
+12,418
209
$257K 0.02%
2,954
+169
210
$256K 0.02%
7,369
211
$254K 0.02%
1,285
212
$244K 0.02%
+3,471
213
$237K 0.02%
+7,776
214
$236K 0.02%
+11,199
215
$234K 0.02%
4,313
216
$230K 0.02%
7,810
217
$230K 0.02%
+9,500
218
$229K 0.02%
+2,235
219
$228K 0.02%
1,127
220
$217K 0.02%
+3,070
221
$213K 0.02%
1
-1
222
$212K 0.01%
+8,264
223
$212K 0.01%
+428
224
$210K 0.01%
+1,615
225
$209K 0.01%
+9,227
7 8
9
10 11