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
276
$854K 0.03%
33,656
-12,859
277
$853K 0.03%
20,409
-2,871
278
$849K 0.03%
36,552
-411
279
$844K 0.03%
12,285
+460
280
$843K 0.03%
4,423
+304
281
$842K 0.03%
23,080
-4,961
282
$839K 0.03%
11,443
+1,888
283
$835K 0.03%
15,208
-982
284
$834K 0.03%
10,892
+920
285
$820K 0.03%
4,896
+1,798
286
$796K 0.03%
23,376
+1,355
287
$790K 0.03%
21,623
-84
288
$771K 0.02%
29,706
-5,009
289
$764K 0.02%
29,560
+15,330
290
$762K 0.02%
14,029
+1,617
291
$762K 0.02%
20,160
-10,058
292
$756K 0.02%
4,198
+19
293
$747K 0.02%
34,222
-1,370
294
$746K 0.02%
20,300
+1,824
295
$746K 0.02%
17,750
-24,864
296
$742K 0.02%
5,801
+277
297
$740K 0.02%
+10,554
298
$739K 0.02%
1,824
299
$737K 0.02%
7,745
+647
300
$731K 0.02%
3,849
-60
10 11
12
13 14