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
251
$47.1K 0.03%
+409
252
$46.7K 0.03%
+619
253
$46.5K 0.03%
+1,113
254
$46.2K 0.03%
+484
255
$45.5K 0.03%
+980
256
$45.4K 0.03%
+800
257
$44.6K 0.03%
+440
258
$44.4K 0.03%
+975
259
$44.3K 0.03%
+405
260
$42.7K 0.03%
+375
261
$42.2K 0.03%
+527
262
$41.8K 0.03%
+517
263
$41.4K 0.03%
+300
264
$41K 0.03%
+1,007
265
$40.1K 0.03%
+156
266
$40.1K 0.03%
+301
267
$38.9K 0.03%
+70
268
$38.7K 0.03%
+1,945
269
$38K 0.03%
+1,376
270
$38K 0.03%
+351
271
$37.7K 0.03%
+75
272
$37.2K 0.03%
+760
273
$37.1K 0.03%
+128
274
$37.1K 0.03%
+216
275
$35.6K 0.03%
+908
9 10
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