LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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
26
$24.1M 0.77%
147,254
+18,453
27
$23.7M 0.76%
198,210
+5,018
28
$21.4M 0.68%
86,393
+16,254
29
$20.5M 0.66%
212,397
-3,350
30
$18.9M 0.61%
241,299
-6,147
31
$17.5M 0.56%
61,649
+12,015
32
$16.6M 0.53%
273,518
+10,142
33
$16.1M 0.52%
1,314,126
-8,319
34
$16.1M 0.51%
345,579
+21,955
35
$15.7M 0.5%
440,530
+78,755
36
$15.5M 0.49%
151,977
-3,994
37
$14M 0.45%
124,287
-880
38
$12.2M 0.39%
401,713
+90,743
39
$12.1M 0.38%
237,602
+174,291
40
$12M 0.38%
176,331
+3,145
41
$11.9M 0.38%
101,032
+12,332
42
$11.6M 0.37%
176,296
-6,053
43
$11.2M 0.36%
296,862
-30,409
44
$10.5M 0.33%
207,042
-144,727
45
$10.2M 0.33%
112,277
+4,847
46
$10.1M 0.32%
165,394
-20,105
47
$10.1M 0.32%
172,123
+27,665
48
$9.84M 0.31%
620,640
-1,938
49
$9.7M 0.31%
103,510
-487
50
$9.38M 0.3%
395,083
-193
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