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
326
$976K 0.02%
5,184
+381
327
$968K 0.02%
13,156
-2,631
328
$964K 0.02%
13,259
+1,236
329
$957K 0.02%
36,260
-3,671
330
$954K 0.02%
45,230
-510
331
$953K 0.02%
4,798
+812
332
$950K 0.02%
2,455
+1,081
333
$944K 0.02%
1,176
+101
334
$943K 0.02%
15,007
-2,494
335
$933K 0.02%
15,319
+532
336
$927K 0.02%
13,666
-215
337
$917K 0.02%
28,596
-777
338
$893K 0.02%
22,323
+2,522
339
$892K 0.02%
14,636
+2,510
340
$891K 0.02%
5,035
-50
341
$886K 0.02%
17,265
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342
$883K 0.02%
1,803
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343
$883K 0.02%
32,453
+1,833
344
$876K 0.02%
20,804
-153
345
$873K 0.02%
27,249
+4,468
346
$867K 0.02%
3,642
+12
347
$863K 0.02%
8,959
-110
348
$863K 0.02%
14,427
+4,072
349
$858K 0.02%
4,770
-47
350
$853K 0.02%
23,180
-180
12 13
14
15 16