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
526
$265K 0.01%
1,718
+30
527
$262K 0.01%
4,400
+8
528
$262K 0.01%
+10,062
529
$261K 0.01%
15,905
+5,440
530
$261K 0.01%
+1,503
531
$261K 0.01%
13,555
-3,074
532
$259K 0.01%
+3,144
533
$257K 0.01%
+12,200
534
$257K 0.01%
4,711
-883
535
$256K 0.01%
+10,209
536
$254K 0.01%
+3,267
537
$254K 0.01%
7,723
+24
538
$251K 0.01%
+4,523
539
$249K 0.01%
+2,221
540
$247K 0.01%
3,439
-155
541
$245K 0.01%
+1,829
542
$245K 0.01%
+4,662
543
$245K 0.01%
4,496
-20
544
$245K 0.01%
10,130
545
$244K 0.01%
+4,689
546
$244K 0.01%
1,635
-770
547
$240K 0.01%
2,735
+40
548
$239K 0.01%
1,481
+103
549
$239K 0.01%
7,909
550
$238K 0.01%
8,537
-1,193
20 21
22
23 24