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
576
$223K 0.01%
1,589
+18
577
$222K 0.01%
+3,512
578
$222K 0.01%
453
579
$220K 0.01%
1,155
-445
580
$220K 0.01%
+5,732
581
$218K 0.01%
8,871
-254
582
$218K 0.01%
+699
583
$217K 0.01%
+8,098
584
$217K 0.01%
4,536
-489
585
$217K 0.01%
11,549
-76
586
$217K 0.01%
+10,910
587
$217K 0.01%
+6,131
588
$214K 0.01%
+9,591
589
$214K 0.01%
+780
590
$211K 0.01%
5,393
-4,728
591
$210K 0.01%
2,570
-5,079
592
$210K 0.01%
+6,184
593
$209K 0.01%
+8,609
594
$209K 0.01%
+7,049
595
$209K 0.01%
+3,432
596
$208K 0.01%
+1,864
597
$208K 0.01%
+8,185
598
$208K 0.01%
+6,372
599
$204K 0.01%
29,253
-11,860
600
$204K 0.01%
4,069
+17
22 23
24
25 26