LIA

Lynx Investment Advisory Portfolio holdings

AUM $209M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$6.45M
2
+$5.68M
3
+$4.64M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.81M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$3.73M

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
276
$35.5K 0.03%
+765
277
$35.1K 0.03%
+932
278
$34.5K 0.03%
+384
279
$34.2K 0.03%
+622
280
$34.1K 0.03%
+199
281
$33.8K 0.03%
+700
282
$33.5K 0.02%
+1,334
283
$33.4K 0.02%
+303
284
$32.9K 0.02%
+84
285
$32.6K 0.02%
+31
286
$31.8K 0.02%
+35
287
$31.3K 0.02%
+500
288
$31.2K 0.02%
+455
289
$30.9K 0.02%
+565
290
$30.5K 0.02%
+313
291
$30.3K 0.02%
+5,000
292
$30.3K 0.02%
+393
293
$30.1K 0.02%
+863
294
$29.9K 0.02%
+716
295
$29.5K 0.02%
+252
296
$29.2K 0.02%
+254
297
$28.9K 0.02%
+271
298
$28.9K 0.02%
+130
299
$28.8K 0.02%
+184
300
$28.8K 0.02%
+1,368
10 11
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