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
551
$238K 0.01%
3,835
+49
552
$237K 0.01%
+6,253
553
$237K 0.01%
4,611
+4
554
$236K 0.01%
2,369
555
$236K 0.01%
+7,990
556
$235K 0.01%
+3,340
557
$234K 0.01%
+1,178
558
$234K 0.01%
4,278
+277
559
$234K 0.01%
10,790
-45
560
$233K 0.01%
+1,148
561
$233K 0.01%
+6,717
562
$232K 0.01%
5,560
+453
563
$231K 0.01%
+4,064
564
$230K 0.01%
+2,015
565
$230K 0.01%
2,694
+295
566
$227K 0.01%
+2,187
567
$227K 0.01%
+7,360
568
$226K 0.01%
5,876
+51
569
$226K 0.01%
+3,405
570
$225K 0.01%
3,963
-10,096
571
$224K 0.01%
+621
572
$223K 0.01%
+1,195
573
$223K 0.01%
+5,458
574
$223K 0.01%
2,432
-354
575
$223K 0.01%
1,276
+25
21 22
23
24 25