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
176
$2.67M 0.06%
67,829
+3,407
177
$2.6M 0.06%
45,665
+3,940
178
$2.55M 0.05%
42,223
-2,013
179
$2.53M 0.05%
16,383
+1,147
180
$2.52M 0.05%
34,384
+2,776
181
$2.42M 0.05%
10,691
-1,400
182
$2.42M 0.05%
4,798
+189
183
$2.41M 0.05%
28,217
+1,608
184
$2.4M 0.05%
30,877
-1,455
185
$2.4M 0.05%
9,859
-581
186
$2.39M 0.05%
10,853
+855
187
$2.38M 0.05%
83,508
+17,707
188
$2.35M 0.05%
44,889
-2,718
189
$2.35M 0.05%
26,656
+16,154
190
$2.29M 0.05%
34,107
+1,843
191
$2.27M 0.05%
9,373
+170
192
$2.24M 0.05%
7,502
+384
193
$2.23M 0.05%
53,106
+461
194
$2.22M 0.05%
8,215
+649
195
$2.18M 0.05%
43,717
-125
196
$2.15M 0.05%
25,988
+9
197
$2.13M 0.05%
24,794
-4,088,389
198
$2.1M 0.05%
47,600
+7,300
199
$2.05M 0.04%
8,950
+572
200
$2.02M 0.04%
10,426
+1,036
6 7
8
9 10