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
601
$357K 0.01%
4,404
+417
602
$357K 0.01%
2,054
+168
603
$356K 0.01%
10,730
604
$356K 0.01%
3,722
+3
605
$355K 0.01%
1,455
+9
606
$355K 0.01%
9,432
+723
607
$351K 0.01%
+4,524
608
$349K 0.01%
21,984
609
$348K 0.01%
5,829
+316
610
$348K 0.01%
9,479
+19
611
$348K 0.01%
3,496
-26
612
$344K 0.01%
7,701
+608
613
$343K 0.01%
+7,137
614
$343K 0.01%
38,600
+766
615
$342K 0.01%
7,359
+42
616
$342K 0.01%
+17,847
617
$341K 0.01%
10,640
+35
618
$340K 0.01%
4,146
+128
619
$339K 0.01%
+21,076
620
$337K 0.01%
16,762
+2,099
621
$337K 0.01%
+6,498
622
$337K 0.01%
4,504
-6
623
$336K 0.01%
1,549
-46
624
$335K 0.01%
6,729
+354
625
$333K 0.01%
2,800
+4
23 24
25
26 27