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
201
$2.02M 0.04%
5,717
+753
202
$2.01M 0.04%
37,367
-33,735
203
$2M 0.04%
7,551
+852
204
$1.96M 0.04%
8,050
+582
205
$1.95M 0.04%
24,582
+947
206
$1.92M 0.04%
19,436
+68
207
$1.92M 0.04%
105,184
+3,952
208
$1.92M 0.04%
22,978
+1,282
209
$1.92M 0.04%
29,844
+213
210
$1.91M 0.04%
4,779
+133
211
$1.89M 0.04%
21,402
+8,604
212
$1.88M 0.04%
55,729
+4,787
213
$1.87M 0.04%
12,445
-594
214
$1.86M 0.04%
43,204
+7,143
215
$1.84M 0.04%
13,115
-1,160
216
$1.84M 0.04%
28,531
+5,409
217
$1.83M 0.04%
35,036
+6,416
218
$1.83M 0.04%
20,323
+11,050
219
$1.82M 0.04%
15,254
+1,538
220
$1.79M 0.04%
12,533
+1,278
221
$1.78M 0.04%
24,005
+166
222
$1.78M 0.04%
18,689
-1,660
223
$1.75M 0.04%
11,333
-45
224
$1.74M 0.04%
8,786
+2,677
225
$1.74M 0.04%
38,322
+1,991
7 8
9
10 11