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
126
$3.83M 0.08%
231,370
+30,899
127
$3.83M 0.08%
20,064
+3,556
128
$3.82M 0.08%
172,829
+14,136
129
$3.81M 0.08%
25,712
+1,786
130
$3.77M 0.08%
143,571
+10,802
131
$3.75M 0.08%
182,153
-9,824
132
$3.74M 0.08%
80,042
-5,168
133
$3.68M 0.08%
16,760
+1,042
134
$3.63M 0.08%
88,800
+5,039
135
$3.63M 0.08%
34,161
-2,797
136
$3.63M 0.08%
57,074
+7,237
137
$3.58M 0.08%
67,558
+2,592
138
$3.57M 0.08%
65,853
+6,841
139
$3.57M 0.08%
149,114
+8,280
140
$3.56M 0.08%
67,480
-2,650
141
$3.54M 0.08%
25,251
+847
142
$3.47M 0.07%
94,573
+26,123
143
$3.45M 0.07%
226,905
+38,900
144
$3.42M 0.07%
65,927
-2,545
145
$3.41M 0.07%
63,098
+2,863
146
$3.39M 0.07%
72,450
+13,471
147
$3.38M 0.07%
20,461
-405
148
$3.36M 0.07%
5,734
-373
149
$3.34M 0.07%
9,189
+22
150
$3.27M 0.07%
25,979
+2,187
4 5
6
7 8