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
351
$847K 0.02%
13,567
+1,513
352
$845K 0.02%
5,580
+561
353
$839K 0.02%
10,686
+70
354
$839K 0.02%
1,527
+128
355
$838K 0.02%
10,308
+743
356
$836K 0.02%
14,461
+566
357
$834K 0.02%
5,951
+278
358
$830K 0.02%
9,678
+599
359
$830K 0.02%
2,022
+106
360
$819K 0.02%
13,685
+2,079
361
$818K 0.02%
2,925
-877
362
$811K 0.02%
15,288
-501
363
$811K 0.02%
10,280
+2,024
364
$807K 0.02%
8,992
+339
365
$804K 0.02%
3,319
+7
366
$800K 0.02%
2,319
+158
367
$800K 0.02%
19,602
-858
368
$799K 0.02%
2,656
+85
369
$798K 0.02%
20,265
370
$792K 0.02%
15,221
-2,286
371
$790K 0.02%
53,598
-1,810
372
$786K 0.02%
8,944
-27
373
$780K 0.02%
+18,275
374
$776K 0.02%
8,659
-3,028
375
$771K 0.02%
22,198
+4,212
13 14
15
16 17