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
826
$277K 0.01%
2,623
-93
827
$275K 0.01%
4,604
-72
828
$275K 0.01%
12,208
+1,991
829
$274K 0.01%
+5,064
830
$274K 0.01%
5,813
+1,250
831
$274K 0.01%
+6,750
832
$273K 0.01%
7,037
833
$273K 0.01%
+12,454
834
$273K 0.01%
14,498
+408
835
$271K 0.01%
8,850
+2,038
836
$271K 0.01%
2,727
+53
837
$271K 0.01%
11,056
+1,918
838
$270K 0.01%
16,232
-1,074
839
$270K 0.01%
2,499
+170
840
$270K 0.01%
4,532
+342
841
$268K 0.01%
+7,000
842
$268K 0.01%
+4,290
843
$267K 0.01%
5,846
+22
844
$267K 0.01%
3,556
-655
845
$267K 0.01%
3,689
+16
846
$267K 0.01%
18,334
-309
847
$266K 0.01%
2,514
+225
848
$266K 0.01%
+9,280
849
$266K 0.01%
+2,496
850
$265K 0.01%
3,964
-979
32 33
34
35 36