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
651
$311K 0.01%
6,605
+1
652
$310K 0.01%
4,602
+120
653
$310K 0.01%
1,435
-130
654
$310K 0.01%
15,425
+474
655
$310K 0.01%
10,690
+10
656
$309K 0.01%
29,052
+1,031
657
$308K 0.01%
3,837
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658
$307K 0.01%
5,710
-556
659
$305K 0.01%
7,931
-667
660
$304K 0.01%
8,369
-28,931
661
$302K 0.01%
8,300
662
$302K 0.01%
3,339
-938
663
$302K 0.01%
453
664
$300K 0.01%
2,416
+2
665
$299K 0.01%
3,134
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666
$298K 0.01%
2,728
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667
$298K 0.01%
10,185
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668
$296K 0.01%
5,770
+1,152
669
$296K 0.01%
8,000
670
$295K 0.01%
1,543
+107
671
$294K 0.01%
2,254
+53
672
$294K 0.01%
3,200
673
$294K 0.01%
6,033
+40
674
$293K 0.01%
9,283
675
$293K 0.01%
+1,059
25 26
27
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