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
576
$381K 0.01%
+11,561
577
$381K 0.01%
11,099
+25
578
$380K 0.01%
5,466
579
$380K 0.01%
2,041
+232
580
$379K 0.01%
5,805
-93
581
$377K 0.01%
8,811
582
$375K 0.01%
4,363
-54
583
$374K 0.01%
4,359
584
$374K 0.01%
21,552
-96
585
$373K 0.01%
9,759
+140
586
$372K 0.01%
3,309
-170
587
$371K 0.01%
12,805
+129
588
$369K 0.01%
11,120
+3,390
589
$369K 0.01%
6,310
+26
590
$369K 0.01%
4,982
+453
591
$368K 0.01%
18,564
-405
592
$366K 0.01%
+3,531
593
$366K 0.01%
4,997
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594
$364K 0.01%
3,035
-22
595
$362K 0.01%
8,872
+19
596
$359K 0.01%
8,423
-466
597
$359K 0.01%
4,619
+302
598
$358K 0.01%
2,081
+136
599
$358K 0.01%
4,469
-321
600
$358K 0.01%
18,425
+235
22 23
24
25 26