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
$3.11B
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$293M
2
+$239M
3
+$209M
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$120M
5
VB icon
Vanguard Small-Cap ETF
VB
+$65.4M

Top Sells

1
+$282M
2
+$247M
3
+$129M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$106M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$44.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-207,389
27
– –
-534,833
28
– –
-122,083
29
– –
-267,817
1
2