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
301
$28.6K 0.02%
+103
302
$28.5K 0.02%
+293
303
$28.2K 0.02%
+359
304
$27.3K 0.02%
+417
305
$27.1K 0.02%
+210
306
$26.8K 0.02%
+153
307
$26.2K 0.02%
+1,073
308
$25.9K 0.02%
+170
309
$25.8K 0.02%
+257
310
$25.8K 0.02%
+531
311
$25.7K 0.02%
+246
312
$25.4K 0.02%
+448
313
$25K 0.02%
+753
314
$24.4K 0.02%
+189
315
$24.1K 0.02%
+203
316
$23.9K 0.02%
+305
317
$23.8K 0.02%
+101
318
$23.7K 0.02%
+105
319
$23.5K 0.02%
+242
320
$23.4K 0.02%
+78
321
$23.3K 0.02%
+135
322
$23.1K 0.02%
+405
323
$23K 0.02%
+113
324
$22.8K 0.02%
+1,250
325
$22.8K 0.02%
+140