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
601
$203K 0.01%
+5,867
602
$203K 0.01%
+3,987
603
$203K 0.01%
+4,504
604
$203K 0.01%
+7,958
605
$202K 0.01%
+4,060
606
$201K 0.01%
+2,073
607
$201K 0.01%
+2,717
608
$200K 0.01%
+4,418
609
$200K 0.01%
+12,985
610
$196K 0.01%
+14,390
611
$191K 0.01%
36,245
-188
612
$187K 0.01%
10,696
-386
613
$179K 0.01%
5,564
+90
614
$171K 0.01%
+12,086
615
$163K 0.01%
22,913
+927
616
$163K 0.01%
17,968
617
$161K 0.01%
14,000
618
$157K 0.01%
+27,600
619
$150K ﹤0.01%
52,409
+6,107
620
$148K ﹤0.01%
11,018
621
$144K ﹤0.01%
15,927
-3,322
622
$138K ﹤0.01%
18,527
-593
623
$116K ﹤0.01%
15,816
+125
624
$101K ﹤0.01%
12,018
-3,022
625
$82K ﹤0.01%
+10,544
23 24
25
26 27