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
251
$1.43M 0.03%
45,649
+3,504
252
$1.42M 0.03%
5,637
+127
253
$1.4M 0.03%
8,089
-921
254
$1.4M 0.03%
7,646
-447
255
$1.39M 0.03%
10,466
-344
256
$1.38M 0.03%
46,580
+6,315
257
$1.38M 0.03%
4,491
-42
258
$1.37M 0.03%
58,284
+1,992
259
$1.36M 0.03%
19,302
-2,311
260
$1.36M 0.03%
11,807
+181
261
$1.35M 0.03%
10,013
-205
262
$1.34M 0.03%
7,009
+769
263
$1.33M 0.03%
11,178
+524
264
$1.32M 0.03%
12,564
+3,121
265
$1.32M 0.03%
43,497
+4,158
266
$1.31M 0.03%
25,371
+185
267
$1.31M 0.03%
30,519
+493
268
$1.31M 0.03%
5,035
+494
269
$1.27M 0.03%
5,665
-492
270
$1.26M 0.03%
67,678
+7,200
271
$1.26M 0.03%
3
272
$1.26M 0.03%
6,436
+147
273
$1.24M 0.03%
23,212
+17,692
274
$1.22M 0.03%
10,276
+1,186
275
$1.21M 0.03%
43,761
+14,941
9 10
11
12 13