LIA

Lynx Investment Advisory Portfolio holdings

AUM $153M
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
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
401
$10.4K 0.01%
+362
402
$10.4K 0.01%
+125
403
$10.1K 0.01%
+142
404
$9.98K 0.01%
+38
405
$9.93K 0.01%
+11
406
$9.9K 0.01%
+167
407
$9.58K 0.01%
+25
408
$9.44K 0.01%
+160
409
$9.3K 0.01%
+207
410
$9.17K 0.01%
+254
411
$8.89K 0.01%
+1,075
412
$8.86K 0.01%
+67
413
$8.81K 0.01%
+192
414
$8.78K 0.01%
+100
415
$8.76K 0.01%
+15
416
$8.7K 0.01%
+387
417
$8.67K 0.01%
+38
418
$8.59K 0.01%
+224
419
$8.48K 0.01%
+300
420
$8.35K 0.01%
+55
421
$8.07K 0.01%
+40
422
$7.98K 0.01%
+215
423
$7.93K 0.01%
+300
424
$7.83K 0.01%
+25
425
$7.8K 0.01%
+100