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
476
$524K 0.01%
6,150
-1,184
477
$524K 0.01%
20,431
-1,911
478
$523K 0.01%
10,862
+1
479
$523K 0.01%
1,640
-9
480
$523K 0.01%
13,251
+1,449
481
$521K 0.01%
4,015
+191
482
$519K 0.01%
16,750
+3,800
483
$518K 0.01%
2,214
+147
484
$517K 0.01%
13,936
-1,712
485
$516K 0.01%
3,619
+217
486
$513K 0.01%
3,351
+2,222
487
$513K 0.01%
58,230
488
$508K 0.01%
3,375
-37
489
$508K 0.01%
9,973
-200
490
$506K 0.01%
7,348
+1,574
491
$506K 0.01%
7,838
+368
492
$505K 0.01%
3,669
493
$502K 0.01%
9,382
+2,485
494
$502K 0.01%
17,934
+2,288
495
$498K 0.01%
10,524
+1,605
496
$497K 0.01%
19,051
+4,595
497
$495K 0.01%
20,241
-1,337
498
$495K 0.01%
1,730
-136
499
$495K 0.01%
21,188
+1,498
500
$493K 0.01%
3,194
18 19
20
21 22