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
626
$697K 0.01%
15,318
+330
627
$696K 0.01%
14,964
+5,360
628
$695K 0.01%
9,070
+176
629
$693K 0.01%
34,041
-1,530
630
$687K 0.01%
15,951
+2,014
631
$684K 0.01%
25,313
+5,868
632
$683K 0.01%
17,187
+8,086
633
$683K 0.01%
13,664
+5,652
634
$682K 0.01%
9,495
+398
635
$680K 0.01%
22,604
+4,699
636
$676K 0.01%
5,217
+347
637
$676K 0.01%
15,110
638
$674K 0.01%
19,437
+1,237
639
$671K 0.01%
6,479
-710
640
$671K 0.01%
4,658
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641
$665K 0.01%
8,723
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642
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3,744
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643
$663K 0.01%
+15,801
644
$663K 0.01%
4,030
+68
645
$663K 0.01%
+29,899
646
$662K 0.01%
4,322
-84
647
$660K 0.01%
3,383
-90
648
$658K 0.01%
15,088
+592
649
$658K 0.01%
6,624
+1,371
650
$657K 0.01%
4,988
-8,154
24 25
26
27 28