LIA

Lynx Investment Advisory Portfolio holdings

AUM $209M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$6.45M
2
+$5.68M
3
+$4.64M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.81M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$3.73M

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
426
$7.78K 0.01%
+125
427
$7.69K 0.01%
+71
428
$7.65K 0.01%
+174
429
$7.34K 0.01%
+102
430
$7.18K 0.01%
+209
431
$7.18K 0.01%
+97
432
$7.11K 0.01%
+303
433
$7.11K 0.01%
+100
434
$7K 0.01%
+26
435
$6.97K 0.01%
+102
436
$6.75K 0.01%
+125
437
$6.74K 0.01%
+52
438
$6.61K ﹤0.01%
+50
439
$6.55K ﹤0.01%
+93
440
$6.43K ﹤0.01%
+430
441
$6.39K ﹤0.01%
+100
442
$6.39K ﹤0.01%
+5
443
$6.26K ﹤0.01%
+212
444
$6.19K ﹤0.01%
+26
445
$6.09K ﹤0.01%
+103
446
$6.01K ﹤0.01%
+124
447
$6K ﹤0.01%
+300
448
$5.84K ﹤0.01%
+506
449
$5.84K ﹤0.01%
+205
450
$5.8K ﹤0.01%
+60
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