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
251
$996K 0.03%
38,396
-245,404
252
$984K 0.03%
15,146
+1,494
253
$982K 0.03%
29,014
+3,629
254
$979K 0.03%
9,120
-1,481
255
$953K 0.03%
10,010
+2,199
256
$950K 0.03%
10,372
+817
257
$946K 0.03%
36,965
+2,744
258
$940K 0.03%
29,244
+2,854
259
$937K 0.03%
66,792
+6,936
260
$933K 0.03%
10,502
261
$930K 0.03%
25,265
+230
262
$929K 0.03%
+13,023
263
$917K 0.03%
7,250
-575
264
$915K 0.03%
11,005
+11
265
$908K 0.03%
10,354
+92
266
$903K 0.03%
3,434
+75
267
$903K 0.03%
23,700
+14,400
268
$902K 0.03%
6,038
+612
269
$889K 0.03%
+9,060
270
$884K 0.03%
6,572
+2,096
271
$883K 0.03%
34,113
-2,675
272
$875K 0.03%
9,371
+2,814
273
$869K 0.03%
+4,513
274
$858K 0.03%
+31,661
275
$857K 0.03%
4,450
-246
9 10
11
12 13