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
626
$333K 0.01%
4,118
+91
627
$332K 0.01%
10,042
628
$331K 0.01%
+6,955
629
$331K 0.01%
+6,224
630
$329K 0.01%
4,009
-26
631
$328K 0.01%
3,724
+219
632
$327K 0.01%
5,423
633
$327K 0.01%
10,572
+2,144
634
$327K 0.01%
898
+30
635
$327K 0.01%
3,085
-1,328
636
$326K 0.01%
14,297
+165
637
$323K 0.01%
4,403
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638
$323K 0.01%
+1,789
639
$322K 0.01%
2,742
+21
640
$320K 0.01%
1,670
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641
$319K 0.01%
3,354
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642
$319K 0.01%
597
643
$319K 0.01%
5,190
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644
$318K 0.01%
5,271
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645
$317K 0.01%
5,006
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646
$317K 0.01%
3,716
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647
$316K 0.01%
2,010
-94
648
$316K 0.01%
3,545
+80
649
$312K 0.01%
+6,220
650
$311K 0.01%
4,274
+296
24 25
26
27 28