LNC

Lincoln National Corp Portfolio holdings

AUM $3.42B
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
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
+$16M
2
+$8.78M
3
+$8.19M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.63M

Top Sells

1
+$7.87M
2
+$7.43M
3
+$7.24M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$6.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.38M

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
676
– –
-8,980
677
– –
-51
678
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-10,691
679
– –
-6,197
680
– –
-15,713
681
– –
-194,916
682
– –
-10,421
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