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
551
$409K 0.01%
2,732
+167
552
$409K 0.01%
3,017
553
$408K 0.01%
4,517
+388
554
$406K 0.01%
9,155
+315
555
$406K 0.01%
1,292
+480
556
$406K 0.01%
8,833
+18
557
$405K 0.01%
12,721
+337
558
$404K 0.01%
+713
559
$401K 0.01%
9,584
+1,149
560
$400K 0.01%
15,849
+332
561
$400K 0.01%
2,586
-2,596
562
$399K 0.01%
42,948
+1,700
563
$398K 0.01%
4,168
-440
564
$395K 0.01%
+12,972
565
$395K 0.01%
6,520
-269
566
$394K 0.01%
2,265
+30
567
$394K 0.01%
7,714
-17,330
568
$394K 0.01%
4,435
+557
569
$393K 0.01%
11,837
+352
570
$391K 0.01%
4,782
+264
571
$390K 0.01%
10,185
+3,573
572
$388K 0.01%
5,780
573
$386K 0.01%
1,344
-1
574
$383K 0.01%
5,312
+3
575
$382K 0.01%
3,475
+462
21 22
23
24 25