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
$4.96B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.27M
3
+$7.47M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.98M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.39M

Top Sells

1
+$10.9M
2
+$9.99M
3
+$8.38M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$4.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.52M

Sector Composition

1 Technology 5.8%
2 Financials 2.48%
3 Healthcare 2.32%
4 Consumer Staples 1.93%
5 Consumer Discretionary 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$289K 0.01%
6,557
+6
802
$289K 0.01%
5,339
-543
803
$288K 0.01%
16,812
-1,478
804
$288K 0.01%
2,792
-161
805
$288K 0.01%
6,450
+53
806
$287K 0.01%
5,471
-68
807
$287K 0.01%
3,907
-651
808
$287K 0.01%
1,989
+163
809
$285K 0.01%
10,347
-543
810
$284K 0.01%
2,359
-86
811
$284K 0.01%
9,377
+873
812
$284K 0.01%
2,538
+184
813
$284K 0.01%
7,383
-5,583
814
$283K 0.01%
613
-9
815
$283K 0.01%
+2,721
816
$282K 0.01%
4,934
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817
$282K 0.01%
12,289
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818
$282K 0.01%
+11,980
819
$281K 0.01%
1,746
+57
820
$281K 0.01%
2,783
-190
821
$281K 0.01%
13,219
+1,899
822
$280K 0.01%
13,007
-760
823
$279K 0.01%
16,401
-506
824
$279K 0.01%
4,940
+1,155
825
$278K 0.01%
14,571
+193
31 32
33
34 35