LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.41B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$24.3M
3
+$14.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M

Top Sells

1
+$5.32M
2
+$4.85M
3
+$4.62M
4
IJUL icon
Innovator International Developed Power Buffer ETF July
IJUL
+$4.49M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.77M

Sector Composition

1 Technology 6.16%
2 Financials 2.75%
3 Healthcare 2.32%
4 Consumer Discretionary 1.98%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$764K 0.01%
20,776
+3,036
602
$763K 0.01%
14,863
-2,241
603
$761K 0.01%
2,802
604
$760K 0.01%
7,980
+3,945
605
$759K 0.01%
+15,755
606
$754K 0.01%
32,811
+11,047
607
$754K 0.01%
4,301
+2,300
608
$754K 0.01%
3,101
+188
609
$746K 0.01%
5,128
-674
610
$745K 0.01%
9,759
-5,639
611
$735K 0.01%
8,985
-190
612
$732K 0.01%
3,400
-421
613
$731K 0.01%
3,168
+127
614
$731K 0.01%
3,692
+97
615
$730K 0.01%
1,606
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616
$729K 0.01%
10,077
-36
617
$720K 0.01%
7,707
-300
618
$718K 0.01%
3,046
+358
619
$718K 0.01%
22,945
+5,217
620
$714K 0.01%
3,662
+529
621
$714K 0.01%
3,610
+205
622
$713K 0.01%
+28,202
623
$712K 0.01%
33,125
-5,430
624
$709K 0.01%
21,733
-680
625
$704K 0.01%
7,813
-565
23 24
25
26 27