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
$3.13B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.84M
3
+$8.29M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.92M

Top Sells

1
+$8.29M
2
+$7.51M
3
+$7.32M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$6.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.67M

Sector Composition

1 Technology 3.97%
2 Consumer Discretionary 1.87%
3 Consumer Staples 1.72%
4 Healthcare 1.61%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.04%
21,082
-1,700
227
$1.09M 0.03%
6,657
+1,060
228
$1.08M 0.03%
40,201
229
$1.08M 0.03%
15,013
+908
230
$1.07M 0.03%
18,830
231
$1.07M 0.03%
6,259
+17
232
$1.07M 0.03%
44,397
+7,215
233
$1.06M 0.03%
6,112
+1,645
234
$1.05M 0.03%
31,784
+9,092
235
$1.05M 0.03%
41,435
236
$1.04M 0.03%
+12,312
237
$1.04M 0.03%
26,764
+1,164
238
$1.04M 0.03%
39,130
-1,702
239
$1.03M 0.03%
5,871
-289
240
$1.03M 0.03%
13,604
+371
241
$1.03M 0.03%
5,883
-115
242
$1.02M 0.03%
11,168
+1,005
243
$1.02M 0.03%
17,317
-255
244
$1.02M 0.03%
44,121
-4,816
245
$1.01M 0.03%
14,488
+1,091
246
$1.01M 0.03%
30,274
-13,073
247
$1.01M 0.03%
4,600
-873
248
$1.01M 0.03%
10,279
+786
249
$1M 0.03%
17,400
+72
250
$1M 0.03%
8,461
+2,936
8 9
10
11 12