LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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
26
$38.7M 0.83%
142,380
+4,560
27
$36.1M 0.77%
124,420
+15,500
28
$34.4M 0.74%
199,700
+1,540
29
$28.8M 0.62%
213,692
+4,257
30
$28M 0.6%
205,186
-79
31
$27.5M 0.59%
691,448
+70,763
32
$26.4M 0.57%
490,805
+6,565
33
$25M 0.54%
316,798
+12,675
34
$22.7M 0.49%
388,886
-4,422
35
$22.1M 0.47%
139,114
+6,184
36
$21.4M 0.46%
1,175,364
+28,488
37
$21.1M 0.45%
187,109
+7,860
38
$21M 0.45%
53,466
-16,232
39
$21M 0.45%
278,026
+23,665
40
$19.9M 0.43%
394,292
-19,192
41
$18.8M 0.4%
162,867
+19,009
42
$15.5M 0.33%
152,239
+2,116
43
$15.2M 0.33%
66,281
+3,066
44
$14.8M 0.32%
118,480
+1,180
45
$14.8M 0.32%
545,276
+9,804
46
$14.5M 0.31%
105,608
+2,538
47
$14.4M 0.31%
141,500
+2,632
48
$13.6M 0.29%
82,275
+6,865
49
$13M 0.28%
46,683
+5,793
50
$12.9M 0.28%
387,313
+32,974
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