LIA

Lynx Investment Advisory Portfolio holdings

AUM $167M
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$5.66M
3
+$5.24M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.74M
5
MSFT icon
Microsoft
MSFT
+$3.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.29%
2 Financials 10.15%
3 Communication Services 4.24%
4 Consumer Discretionary 4%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.4K 0.05%
+480
227
$63.1K 0.05%
+358
228
$62.6K 0.05%
+423
229
$62.5K 0.05%
+171
230
$62.5K 0.05%
+1,366
231
$62.5K 0.05%
+2,409
232
$60.5K 0.04%
+4,105
233
$60K 0.04%
+354
234
$58.5K 0.04%
+1,326
235
$57.9K 0.04%
+625
236
$57.6K 0.04%
+127
237
$57.5K 0.04%
+35
238
$57.5K 0.04%
+316
239
$57.5K 0.04%
+315
240
$55.7K 0.04%
+723
241
$55.4K 0.04%
+1,427
242
$55.3K 0.04%
+2,893
243
$53.4K 0.04%
+573
244
$52.4K 0.04%
+1,890
245
$51.8K 0.04%
+2,012
246
$50.3K 0.04%
+834
247
$49.4K 0.04%
+224
248
$49.2K 0.04%
+988
249
$47.7K 0.04%
+750
250
$47.6K 0.04%
+610
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