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
451
$5.8K ﹤0.01%
+125
452
$5.73K ﹤0.01%
+42
453
$5.72K ﹤0.01%
+250
454
$5.66K ﹤0.01%
+64
455
$5.66K ﹤0.01%
+7
456
$5.64K ﹤0.01%
+168
457
$5.55K ﹤0.01%
+40
458
$5.51K ﹤0.01%
+291
459
$5.48K ﹤0.01%
+50
460
$5.46K ﹤0.01%
+75
461
$5.42K ﹤0.01%
+475
462
$5.42K ﹤0.01%
+21
463
$5.35K ﹤0.01%
+12
464
$5.35K ﹤0.01%
+625
465
$5.33K ﹤0.01%
+311
466
$5.29K ﹤0.01%
+109
467
$5.28K ﹤0.01%
+44
468
$5.26K ﹤0.01%
+135
469
$5.24K ﹤0.01%
+119
470
$5.23K ﹤0.01%
+400
471
$5.2K ﹤0.01%
+267
472
$5.19K ﹤0.01%
+65
473
$5.13K ﹤0.01%
+70
474
$4.93K ﹤0.01%
+20
475
$4.89K ﹤0.01%
+2,100
17 18
19
20 21