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
$4.66B
AUM Growth
+$609M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$178M
3
+$134M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$114M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$41.7M

Top Sells

1
+$351M
2
+$46.7M
3
+$14.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.14M

Sector Composition

1 Technology 4.32%
2 Consumer Discretionary 2.1%
3 Financials 2.02%
4 Healthcare 1.71%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.73M 0.04%
26,111
-219
227
$1.69M 0.04%
3,673
+62
228
$1.68M 0.04%
5,405
-255
229
$1.68M 0.04%
21,743
+5,903
230
$1.67M 0.04%
5,681
+53
231
$1.67M 0.04%
8,084
+6,263
232
$1.66M 0.04%
65,766
+12,423
233
$1.64M 0.04%
20,764
+54
234
$1.61M 0.03%
32,581
-2,608
235
$1.58M 0.03%
14,928
-2,838
236
$1.57M 0.03%
15,827
+1,168
237
$1.56M 0.03%
48,105
238
$1.54M 0.03%
10,462
-4,010
239
$1.54M 0.03%
32,038
+8,029
240
$1.53M 0.03%
24,265
+1
241
$1.52M 0.03%
69,646
-1,362
242
$1.5M 0.03%
101,153
+38,851
243
$1.49M 0.03%
7,752
+652
244
$1.49M 0.03%
11,132
+2,213
245
$1.48M 0.03%
8,899
-6
246
$1.46M 0.03%
53,632
+22
247
$1.46M 0.03%
25,692
+1,417
248
$1.45M 0.03%
23,857
-6,010
249
$1.45M 0.03%
49,791
-5,164
250
$1.44M 0.03%
17,028
-14,818
8 9
10
11 12