LNC

Lincoln National Corp Portfolio holdings

AUM $3.3B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
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
101
$4.81M 0.1%
221,268
-6,415
102
$4.8M 0.1%
32,850
+13,070
103
$4.79M 0.1%
32,444
+237
104
$4.78M 0.1%
19,939
+96
105
$4.72M 0.1%
40,096
+6,148
106
$4.61M 0.1%
47,781
+1,083
107
$4.58M 0.1%
81,231
+3,091
108
$4.58M 0.1%
46,003
+1,783
109
$4.55M 0.1%
93,726
-681
110
$4.54M 0.1%
55,987
-3,550
111
$4.52M 0.1%
115,513
+5,184
112
$4.39M 0.09%
16,102
-236
113
$4.34M 0.09%
17,956
+481
114
$4.3M 0.09%
32,878
+4,022
115
$4.29M 0.09%
65,491
+2,355
116
$4.28M 0.09%
43,470
+2,506
117
$4.25M 0.09%
65,085
+1,502
118
$4.24M 0.09%
57,562
-412
119
$4.21M 0.09%
88,390
+28,700
120
$4.16M 0.09%
38,558
-233
121
$4.14M 0.09%
83,600
-12,466
122
$4.12M 0.09%
32,221
+3,834
123
$4.02M 0.09%
53,748
-1,472
124
$3.98M 0.09%
13,657
+1,394
125
$3.97M 0.09%
23,894
+7,912
3 4
5
6 7