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
526
$462K 0.01%
6,590
-1,144
527
$462K 0.01%
9,193
+199
528
$461K 0.01%
14,225
-137
529
$460K 0.01%
+8,039
530
$460K 0.01%
7,076
+3,452
531
$446K 0.01%
15,711
532
$440K 0.01%
1,312
+32
533
$439K 0.01%
+1,732
534
$435K 0.01%
10,176
-1,206
535
$432K 0.01%
8,606
-4,151
536
$431K 0.01%
5,689
-1,606
537
$427K 0.01%
6,842
+7
538
$425K 0.01%
14,338
+7,157
539
$425K 0.01%
1,760
+61
540
$423K 0.01%
8,085
+248
541
$423K 0.01%
1,328
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542
$421K 0.01%
916
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543
$421K 0.01%
6,861
+6
544
$419K 0.01%
4,883
+526
545
$419K 0.01%
101
+24
546
$416K 0.01%
+6,665
547
$413K 0.01%
7,926
+166
548
$412K 0.01%
9,724
+159
549
$412K 0.01%
6,811
-2,407
550
$412K 0.01%
7,211
+245
20 21
22
23 24