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
501
$291K 0.01%
13,383
-1,339
502
$290K 0.01%
3,378
+358
503
$290K 0.01%
+1,143
504
$288K 0.01%
5,870
-5,216
505
$286K 0.01%
+4,182
506
$285K 0.01%
12,759
-280
507
$284K 0.01%
14,266
-1,183
508
$282K 0.01%
2,278
-147
509
$281K 0.01%
8,426
+13
510
$280K 0.01%
14,732
+531
511
$278K 0.01%
3,276
+32
512
$278K 0.01%
41,103
+6,099
513
$277K 0.01%
7,577
+30
514
$275K 0.01%
+1,137
515
$274K 0.01%
+7,929
516
$273K 0.01%
4,515
+480
517
$272K 0.01%
499
-7
518
$271K 0.01%
2,110
+229
519
$270K 0.01%
5,466
+790
520
$269K 0.01%
10,431
+2
521
$268K 0.01%
15,891
-14,550
522
$267K 0.01%
+8,307
523
$267K 0.01%
+5,322
524
$267K 0.01%
+1,527
525
$266K 0.01%
+3,191
19 20
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