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
301
$730K 0.02%
9,258
-376
302
$727K 0.02%
17,288
+2,175
303
$727K 0.02%
8,331
+75
304
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19,315
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305
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42,605
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306
$719K 0.02%
29,113
-7,869
307
$717K 0.02%
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308
$716K 0.02%
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309
$714K 0.02%
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310
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10,493
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311
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15,501
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312
$703K 0.02%
12,449
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$700K 0.02%
75,336
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314
$694K 0.02%
52,896
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315
$693K 0.02%
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316
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28,376
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8,322
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$674K 0.02%
26,090
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321
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6,903
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$665K 0.02%
13,464
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323
$665K 0.02%
9,588
-10,857
324
$664K 0.02%
12,486
+1,538
325
$658K 0.02%
2,823
-409