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
501
$493K 0.01%
32,220
+1,841
502
$491K 0.01%
18,661
-1,758
503
$487K 0.01%
11,910
+80
504
$487K 0.01%
13,708
-210
505
$487K 0.01%
2,931
-2,356
506
$486K 0.01%
14,930
+20
507
$484K 0.01%
1,962
-161
508
$479K 0.01%
+3,836
509
$478K 0.01%
6,636
+2,278
510
$477K 0.01%
8,387
+918
511
$476K 0.01%
5,871
+77
512
$476K 0.01%
4,289
+397
513
$474K 0.01%
12,632
+4,919
514
$470K 0.01%
10,877
-1,180
515
$469K 0.01%
1,941
-114
516
$469K 0.01%
7,987
+37
517
$469K 0.01%
7,590
+1,194
518
$467K 0.01%
+7,291
519
$465K 0.01%
5,512
520
$464K 0.01%
5,450
+458
521
$464K 0.01%
9,717
-2,294
522
$464K 0.01%
+10,265
523
$464K 0.01%
+834
524
$463K 0.01%
28,014
+1,966
525
$462K 0.01%
9,086
+5
19 20
21
22 23