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
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