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
326
$22.6K 0.02%
+387
327
$22.2K 0.02%
+666
328
$22.1K 0.02%
+101
329
$22K 0.02%
+225
330
$21.6K 0.02%
+344
331
$21.4K 0.02%
+109
332
$21.2K 0.02%
+1,000
333
$20.9K 0.02%
+151
334
$20.8K 0.02%
+179
335
$20.7K 0.02%
+246
336
$19.9K 0.01%
+750
337
$19.6K 0.01%
+355
338
$19.4K 0.01%
+179
339
$19.3K 0.01%
+304
340
$19.2K 0.01%
+236
341
$19.1K 0.01%
+959
342
$19.1K 0.01%
+93
343
$19K 0.01%
+189
344
$18.7K 0.01%
+202
345
$18.5K 0.01%
+80
346
$18.4K 0.01%
+350
347
$18.2K 0.01%
+275
348
$18.1K 0.01%
+328
349
$18.1K 0.01%
+152
350
$17.6K 0.01%
+1,432
12 13
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