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
351
$563K 0.02%
3,782
-111
352
$557K 0.02%
4,480
+301
353
$556K 0.02%
+9,661
354
$555K 0.02%
35,774
-11,951
355
$553K 0.02%
16,166
+9,753
356
$550K 0.02%
24,545
-937
357
$547K 0.02%
11,786
-2,620
358
$542K 0.02%
5,121
+376
359
$539K 0.02%
13,482
-4,893
360
$534K 0.02%
2,699
-836
361
$530K 0.02%
21,080
-2,583
362
$529K 0.02%
17,388
+2,707
363
$527K 0.02%
4,265
+29
364
$522K 0.02%
3,890
+84
365
$520K 0.02%
14,655
+625
366
$518K 0.02%
8,624
-15
367
$518K 0.02%
9,795
+2,328
368
$517K 0.02%
10,146
+2,420
369
$515K 0.02%
+51,827
370
$511K 0.02%
12,062
-360
371
$506K 0.02%
8,592
-711
372
$500K 0.02%
35,725
+1,274
373
$499K 0.02%
8,041
-2,391
374
$495K 0.02%
5,697
-106
375
$495K 0.02%
4,630
-483
13 14
15
16 17