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
$3.13B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.84M
3
+$8.29M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.92M

Top Sells

1
+$8.29M
2
+$7.51M
3
+$7.32M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$6.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.67M

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
101
$3.46M 0.11%
69,538
+9,333
102
$3.38M 0.11%
95,299
+45
103
$3.3M 0.11%
18,008
+4,222
104
$3.28M 0.1%
123,981
-25,861
105
$3.24M 0.1%
30,981
+115
106
$3.22M 0.1%
31,611
-3,057
107
$3.13M 0.1%
61,476
-543
108
$3.07M 0.1%
65,829
+2,127
109
$3.07M 0.1%
61,164
+547
110
$3.06M 0.1%
98,789
+11,996
111
$3.04M 0.1%
6,671
-906
112
$3M 0.1%
48,285
+4,016
113
$2.92M 0.09%
70,600
+775
114
$2.9M 0.09%
120,625
+2,319
115
$2.86M 0.09%
64,902
+15,684
116
$2.86M 0.09%
134,694
+4,220
117
$2.83M 0.09%
119,264
-5,382
118
$2.82M 0.09%
27,542
-1,077
119
$2.81M 0.09%
10,348
+345
120
$2.79M 0.09%
+20,841
121
$2.77M 0.09%
29,748
+10,493
122
$2.76M 0.09%
14,751
+3,174
123
$2.73M 0.09%
286,960
-34,760
124
$2.72M 0.09%
60,795
+6,952
125
$2.7M 0.09%
73,863
+36,083
3 4
5
6 7