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
151
$3.25M 0.07%
164,972
+22
152
$3.13M 0.07%
49,979
-3,524
153
$3.1M 0.07%
41,047
-10,470
154
$3.1M 0.07%
48,630
+7,517
155
$3.1M 0.07%
26,446
+676
156
$3.08M 0.07%
7,704
-583
157
$3.06M 0.07%
12,506
-365
158
$3.04M 0.07%
8,315
+44
159
$3.02M 0.06%
106,492
+12,274
160
$3.01M 0.06%
12,322
+566
161
$2.97M 0.06%
59,019
+53,539
162
$2.97M 0.06%
31,700
+293
163
$2.91M 0.06%
14,004
-1,256
164
$2.86M 0.06%
51,007
+3,047
165
$2.85M 0.06%
75,310
-765
166
$2.84M 0.06%
13,057
+4,610
167
$2.83M 0.06%
42,274
-2,092
168
$2.83M 0.06%
7,442
+1,457
169
$2.82M 0.06%
59,183
+2,091
170
$2.77M 0.06%
42,153
-1,358
171
$2.77M 0.06%
15,938
+1,665
172
$2.75M 0.06%
90,027
173
$2.71M 0.06%
25,721
-162
174
$2.7M 0.06%
139,902
+8,246
175
$2.67M 0.06%
25,831
+2,438
5 6
7
8 9