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
301
$1.08M 0.02%
+42,149
302
$1.08M 0.02%
8,337
+208
303
$1.08M 0.02%
4,509
+32
304
$1.08M 0.02%
15,236
+24
305
$1.07M 0.02%
40,757
+4,424
306
$1.07M 0.02%
2,799
-301
307
$1.07M 0.02%
21,999
-4,098
308
$1.06M 0.02%
31,176
+11,513
309
$1.06M 0.02%
16,338
-52
310
$1.04M 0.02%
27,644
-5,247
311
$1.04M 0.02%
3,005
+1,878
312
$1.04M 0.02%
6,523
+595
313
$1.03M 0.02%
9,445
+276
314
$1.03M 0.02%
33,700
315
$1.03M 0.02%
8,814
-9
316
$1.02M 0.02%
14,879
-3,807
317
$1.02M 0.02%
58,626
+2,244
318
$1.01M 0.02%
6,956
+1,931
319
$1M 0.02%
8,088
+189
320
$1M 0.02%
+34,031
321
$1M 0.02%
16,520
+1,059
322
$996K 0.02%
43,984
-5,392
323
$992K 0.02%
3,613
+95
324
$980K 0.02%
10,088
+1,375
325
$978K 0.02%
20,099
+10,850
11 12
13
14 15