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
876
$246K 0.01%
2,275
+214
877
$246K 0.01%
1,227
-535
878
$245K ﹤0.01%
10,886
-9,097
879
$245K ﹤0.01%
+4,063
880
$245K ﹤0.01%
5,680
-154
881
$244K ﹤0.01%
402
-426
882
$244K ﹤0.01%
824
+42
883
$243K ﹤0.01%
5,025
+238
884
$243K ﹤0.01%
3,156
+146
885
$242K ﹤0.01%
1,319
-294
886
$242K ﹤0.01%
+4,577
887
$241K ﹤0.01%
1,808
+7
888
$239K ﹤0.01%
8,332
+1,153
889
$239K ﹤0.01%
4,183
+29
890
$238K ﹤0.01%
629
+5
891
$238K ﹤0.01%
+8,913
892
$238K ﹤0.01%
11,512
+648
893
$237K ﹤0.01%
4,143
-401
894
$237K ﹤0.01%
4,516
+318
895
$237K ﹤0.01%
9,880
+1,501
896
$236K ﹤0.01%
3,939
+540
897
$235K ﹤0.01%
8,070
-156
898
$235K ﹤0.01%
4,127
+230
899
$233K ﹤0.01%
4,875
+81
900
$233K ﹤0.01%
2,489
-597
34 35
36
37 38