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
201
$1.29M 0.04%
11,594
+796
202
$1.29M 0.04%
60,990
+1,915
203
$1.28M 0.04%
15,865
+1,387
204
$1.28M 0.04%
9,468
+3,309
205
$1.26M 0.04%
4,525
+1,710
206
$1.25M 0.04%
116,083
-9,570
207
$1.24M 0.04%
17,197
+3,054
208
$1.23M 0.04%
57,715
+1,559
209
$1.23M 0.04%
96,536
+152
210
$1.22M 0.04%
22,833
+5,993
211
$1.22M 0.04%
15,268
+547
212
$1.21M 0.04%
27,697
-1,097
213
$1.19M 0.04%
26,489
-1,489
214
$1.19M 0.04%
50,885
+4,775
215
$1.16M 0.04%
54,310
+309
216
$1.15M 0.04%
22,594
+241
217
$1.15M 0.04%
8,168
+113
218
$1.15M 0.04%
27,167
+254
219
$1.15M 0.04%
36,420
+6,760
220
$1.15M 0.04%
8,987
+453
221
$1.14M 0.04%
3,152
+296
222
$1.13M 0.04%
12,630
+220
223
$1.13M 0.04%
10,646
+5,923
224
$1.12M 0.04%
8,172
+1,394
225
$1.1M 0.04%
8,707
-990
7 8
9
10 11