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
351
$17.5K 0.01%
+89
352
$17.2K 0.01%
+1,456
353
$17K 0.01%
+322
354
$16.8K 0.01%
+402
355
$16.8K 0.01%
+1,000
356
$16.6K 0.01%
+153
357
$16.4K 0.01%
+16
358
$16.2K 0.01%
+704
359
$15.6K 0.01%
+308
360
$15.6K 0.01%
+102
361
$15.6K 0.01%
+118
362
$15.5K 0.01%
+226
363
$15.4K 0.01%
+153
364
$15.2K 0.01%
+1,200
365
$15.2K 0.01%
+35
366
$14.9K 0.01%
+282
367
$14.8K 0.01%
+256
368
$14.2K 0.01%
+250
369
$14.2K 0.01%
+155
370
$13.7K 0.01%
+200
371
$13.5K 0.01%
+250
372
$13.5K 0.01%
+194
373
$13.4K 0.01%
+35
374
$13.3K 0.01%
+118
375
$13.2K 0.01%
+20
13 14
15
16 17