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
376
$492K 0.02%
6,399
+779
377
$487K 0.02%
16,348
-472
378
$480K 0.02%
16,570
+2,146
379
$479K 0.02%
8,437
+131
380
$478K 0.02%
7,582
381
$478K 0.02%
1,614
+6
382
$474K 0.02%
3,340
+117
383
$473K 0.02%
+17,088
384
$473K 0.02%
4,926
385
$468K 0.01%
16,123
+40
386
$467K 0.01%
8,869
+617
387
$467K 0.01%
11,549
-5,481
388
$464K 0.01%
1,404
389
$461K 0.01%
3,739
-540
390
$461K 0.01%
7,990
+260
391
$459K 0.01%
17,995
-10,540
392
$456K 0.01%
650
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393
$456K 0.01%
8,936
+10
394
$454K 0.01%
5,875
+161
395
$449K 0.01%
3,540
+27
396
$449K 0.01%
+19,635
397
$446K 0.01%
7,881
+795
398
$443K 0.01%
7,368
+304
399
$443K 0.01%
23,010
+46
400
$442K 0.01%
10,774
-3,576
14 15
16
17 18