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
401
$698K 0.02%
18,229
-378
402
$695K 0.01%
15,703
+13
403
$695K 0.01%
3,491
+122
404
$693K 0.01%
3,881
-171
405
$688K 0.01%
15,220
+3,195
406
$684K 0.01%
25,809
+2,038
407
$682K 0.01%
5,134
+38
408
$681K 0.01%
4,979
+53
409
$681K 0.01%
3,569
-554
410
$678K 0.01%
23,529
-879
411
$677K 0.01%
24,078
+21
412
$672K 0.01%
12,004
+25
413
$671K 0.01%
13,101
-3
414
$670K 0.01%
14,399
+70
415
$668K 0.01%
18,830
416
$668K 0.01%
19,705
-11,448
417
$668K 0.01%
6,524
+96
418
$666K 0.01%
10,240
+320
419
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12,739
+3,588
420
$664K 0.01%
10,499
+402
421
$662K 0.01%
12,238
+3,134
422
$660K 0.01%
7,273
-3,531
423
$659K 0.01%
6,408
+2,295
424
$648K 0.01%
19,758
425
$641K 0.01%
13,201
+262
15 16
17
18 19