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
376
$13.1K 0.01%
+206
377
$13.1K 0.01%
+309
378
$13K 0.01%
+536
379
$12.9K 0.01%
+106
380
$12.8K 0.01%
+452
381
$12.3K 0.01%
+93
382
$12.2K 0.01%
+54
383
$11.9K 0.01%
+53
384
$11.9K 0.01%
+29
385
$11.9K 0.01%
+603
386
$11.8K 0.01%
+330
387
$11.7K 0.01%
+113
388
$11.6K 0.01%
+27
389
$11.4K 0.01%
+3,021
390
$11.4K 0.01%
+103
391
$11.3K 0.01%
+171
392
$11.3K 0.01%
+100
393
$11.3K 0.01%
+50
394
$11.2K 0.01%
+77
395
$11.2K 0.01%
+70
396
$11K 0.01%
+616
397
$10.6K 0.01%
+427
398
$10.6K 0.01%
+148
399
$10.5K 0.01%
+50
400
$10.4K 0.01%
+31
14 15
16
17 18