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
626
$77K ﹤0.01%
10,383
+155
627
$68K ﹤0.01%
16,749
628
$66K ﹤0.01%
+11,766
629
$60K ﹤0.01%
10,942
-656
630
$40K ﹤0.01%
15,249
+4,093
631
$35K ﹤0.01%
+10,117
632
$34K ﹤0.01%
14,658
633
$33K ﹤0.01%
+16,647
634
$31K ﹤0.01%
13,355
635
$26K ﹤0.01%
11,559
636
$26K ﹤0.01%
+11,216
637
$26K ﹤0.01%
+10,114
638
$21K ﹤0.01%
49,961
639
$19K ﹤0.01%
251
-15
640
$15K ﹤0.01%
2,060
641
$7K ﹤0.01%
900
642
$7K ﹤0.01%
14,500
643
– –
-213
644
– –
-5,949
645
– –
-11,350
646
– –
-14,093
647
– –
-10,316
648
– –
-22,484
649
– –
-10,421
650
– –
-4,958
24 25
26
27 28