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
$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
126
$2.69M 0.09%
47,108
-33,428
127
$2.66M 0.08%
80,431
-2,364
128
$2.65M 0.08%
18,216
+523
129
$2.64M 0.08%
86,888
-1,506
130
$2.64M 0.08%
177,354
-5,666
131
$2.61M 0.08%
19,730
+1,958
132
$2.6M 0.08%
38,727
-964
133
$2.58M 0.08%
8,401
+161
134
$2.58M 0.08%
37,139
-3,376
135
$2.55M 0.08%
34,613
+2,201
136
$2.5M 0.08%
42,500
+1,875
137
$2.48M 0.08%
47,920
-1,658
138
$2.48M 0.08%
62,055
+10,029
139
$2.38M 0.08%
70,132
+14,545
140
$2.35M 0.08%
46,664
-20,386
141
$2.32M 0.07%
10,776
-328
142
$2.26M 0.07%
38,362
+11,940
143
$2.26M 0.07%
23,840
-2,340
144
$2.26M 0.07%
33,968
-5,202
145
$2.24M 0.07%
37,768
+145
146
$2.17M 0.07%
4,994
+832
147
$2.17M 0.07%
37,596
+17,746
148
$2.15M 0.07%
12,630
-127
149
$2.15M 0.07%
18,603
+1,121
150
$2.14M 0.07%
17,429
-92
4 5
6
7 8