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
701
$275K 0.01%
2,548
+1,019
702
$275K 0.01%
759
703
$274K 0.01%
4,566
+16
704
$273K 0.01%
1,676
705
$272K 0.01%
1,870
+189
706
$271K 0.01%
5,185
+475
707
$271K 0.01%
2,141
+17
708
$270K 0.01%
1,754
+32
709
$269K 0.01%
2,435
+2
710
$269K 0.01%
4,080
-1,008
711
$268K 0.01%
12,653
+535
712
$268K 0.01%
4,900
+555
713
$268K 0.01%
3,995
+97
714
$268K 0.01%
1,717
+190
715
$266K 0.01%
1,263
-11
716
$265K 0.01%
2,497
+293
717
$264K 0.01%
7,988
718
$263K 0.01%
5,518
+696
719
$263K 0.01%
16,481
+3,128
720
$262K 0.01%
7,132
-3,021
721
$262K 0.01%
5,270
+13
722
$261K 0.01%
8,529
723
$261K 0.01%
8,355
724
$260K 0.01%
4,800
725
$260K 0.01%
10,130
27 28
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