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
1201
$8.66K ﹤0.01%
+1,018
1202
$5.16K ﹤0.01%
440
1203
$1.48K ﹤0.01%
10,600
1204
– –
-6,180
1205
– –
-1,995
1206
– –
-560
1207
– –
-15,624
1208
– –
-1,753
1209
– –
-16,950
1210
– –
-10,072
1211
– –
-4,886
1212
– –
-5,221
1213
– –
-7,000
1214
– –
-3,502
1215
– –
-2,233
1216
– –
-6,750
1217
– –
-6,455
1218
– –
-1,573
1219
– –
-12,206
1220
– –
-13,503
1221
– –
-7,046
1222
– –
-4,550
1223
– –
-16,834
1224
– –
-4,025
1225
– –
-861
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