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
276
$1.21M 0.03%
12,853
+1,044
277
$1.2M 0.03%
5,066
+1,323
278
$1.2M 0.03%
36,448
279
$1.18M 0.03%
4,783
+87
280
$1.17M 0.03%
43,498
281
$1.17M 0.03%
7,130
+244
282
$1.17M 0.03%
8,945
+4,826
283
$1.16M 0.02%
21,590
+1,221
284
$1.16M 0.02%
38,206
-4,172
285
$1.16M 0.02%
20,827
+2,186
286
$1.15M 0.02%
36,448
+2,119
287
$1.14M 0.02%
4,822
-85
288
$1.14M 0.02%
22,831
+12,742
289
$1.14M 0.02%
12,334
+1,194
290
$1.14M 0.02%
93,229
-501
291
$1.13M 0.02%
16,594
+2,960
292
$1.12M 0.02%
18,988
+8,221
293
$1.12M 0.02%
15,669
-134
294
$1.12M 0.02%
46,572
+2,873
295
$1.11M 0.02%
9,787
+2,341
296
$1.11M 0.02%
31,691
-241
297
$1.1M 0.02%
48,058
+3,566
298
$1.1M 0.02%
14,208
+1,102
299
$1.1M 0.02%
10,891
-97
300
$1.09M 0.02%
77,658
-180
10 11
12
13 14