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
151
$2.12M 0.07%
85,960
-2,864
152
$2.11M 0.07%
61,030
+262
153
$2.06M 0.07%
52,750
+7,970
154
$2.05M 0.07%
8,700
+1,019
155
$2.01M 0.06%
61,814
-1,726
156
$2.01M 0.06%
10,443
+2,223
157
$1.97M 0.06%
13,199
+2,047
158
$1.89M 0.06%
29,078
-9,260
159
$1.89M 0.06%
17,457
+4,482
160
$1.89M 0.06%
72,918
+5,136
161
$1.87M 0.06%
55,273
+647
162
$1.87M 0.06%
56,476
-1,800
163
$1.87M 0.06%
11,044
+623
164
$1.83M 0.06%
22,598
+764
165
$1.82M 0.06%
17,263
+3,146
166
$1.81M 0.06%
16,342
+193
167
$1.78M 0.06%
20,535
+17,331
168
$1.76M 0.06%
98,306
+10,202
169
$1.75M 0.06%
6,757
+726
170
$1.69M 0.05%
+27,358
171
$1.66M 0.05%
9,890
+503
172
$1.65M 0.05%
1,033
+754
173
$1.64M 0.05%
41,795
+5,417
174
$1.64M 0.05%
65,082
+13,389
175
$1.64M 0.05%
7,630
+784
5 6
7
8 9