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
401
$435K 0.01%
13,116
402
$433K 0.01%
384
+8
403
$431K 0.01%
15,843
+833
404
$428K 0.01%
11,132
+347
405
$426K 0.01%
17,181
-2,146
406
$425K 0.01%
6,836
+78
407
$424K 0.01%
10,959
+283
408
$421K 0.01%
58,337
+15,787
409
$419K 0.01%
1,566
+708
410
$418K 0.01%
2,464
+70
411
$417K 0.01%
5,272
+148
412
$410K 0.01%
1,494
-47
413
$410K 0.01%
2,181
+81
414
$409K 0.01%
10,173
415
$408K 0.01%
18,209
-15,786
416
$406K 0.01%
2,116
+81
417
$406K 0.01%
2,745
+457
418
$404K 0.01%
+6,464
419
$401K 0.01%
7,274
+2,382
420
$401K 0.01%
7,974
-140
421
$401K 0.01%
5,042
+43
422
$400K 0.01%
+12,834
423
$400K 0.01%
16,049
-509
424
$395K 0.01%
25,989
+1,385
425
$395K 0.01%
8,155
-235
15 16
17
18 19