LIA
Lynx Investment Advisory Portfolio holdings
AUM
$153M
1-Year Return
16.53%
This Quarter Return
+1.49%
1 Year Return
+16.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.03%
Holding
815
New
815
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$6.73M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.66M |
| 3 |
Apple
AAPL
|
$5.24M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$3.74M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Zillow
Z
$21.3B
| $5.8K | ﹤0.01% |
+125
| New | +$5.8K |
|
452
Dell
DELL
$84.4B
| $5.73K | ﹤0.01% |
+42
| New | +$5.73K |
|
453
UGI
UGI
$7.43B
| $5.73K | ﹤0.01% |
+250
| New | +$5.73K |
|
454
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $5.66K | ﹤0.01% |
+64
| New | +$5.66K |
|
455
Blackrock
BLK
$170B
| $5.66K | ﹤0.01% |
+7
| New | +$5.66K |
|
456
CSX Corp
CSX
$60.6B
| $5.64K | ﹤0.01% |
+168
| New | +$5.64K |
|
457
Kimberly-Clark
KMB
$43.1B
| $5.55K | ﹤0.01% |
+40
| New | +$5.55K |
|
458
Starwood Property Trust
STWD
$7.56B
| $5.51K | ﹤0.01% |
+291
| New | +$5.51K |
|
459
J.M. Smucker
SJM
$12B
| $5.48K | ﹤0.01% |
+50
| New | +$5.48K |
|
460
Coca-Cola Europacific Partners
CCEP
$40.4B
| $5.47K | ﹤0.01% |
+75
| New | +$5.47K |
|
461
ASE Group
ASX
$22.8B
| $5.43K | ﹤0.01% |
+475
| New | +$5.43K |
|
462
Air Products & Chemicals
APD
$64.5B
| $5.42K | ﹤0.01% |
+21
| New | +$5.42K |
|
463
S&P Global
SPGI
$164B
| $5.35K | ﹤0.01% |
+12
| New | +$5.35K |
|
464
BlackSky Technology
BKSY
$575M
| $5.35K | ﹤0.01% |
+625
| New | +$5.35K |
|
465
ING
ING
$71B
| $5.33K | ﹤0.01% |
+311
| New | +$5.33K |
|
466
Sanofi
SNY
$113B
| $5.29K | ﹤0.01% |
+109
| New | +$5.29K |
|
467
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $5.28K | ﹤0.01% |
+44
| New | +$5.28K |
|
468
GFL Environmental
GFL
$17.4B
| $5.26K | ﹤0.01% |
+135
| New | +$5.26K |
|
469
Pinterest
PINS
$25.8B
| $5.24K | ﹤0.01% |
+119
| New | +$5.24K |
|
|
BBBY
470
Bed Bath & Beyond, Inc.
BBBY
$567M
| $5.23K | ﹤0.01% |
+400
| New | +$5.23K |
|
471
Kimco Realty
KIM
$15.4B
| $5.2K | ﹤0.01% |
+267
| New | +$5.2K |
|
472
Stanley Black & Decker
SWK
$12.1B
| $5.19K | ﹤0.01% |
+65
| New | +$5.19K |
|
473
CarMax
KMX
$9.11B
| $5.13K | ﹤0.01% |
+70
| New | +$5.13K |
|
474
Marriott International Class A Common Stock
MAR
$71.9B
| $4.93K | ﹤0.01% |
+20
| New | +$4.93K |
|
475
Plug Power
PLUG
$1.69B
| $4.89K | ﹤0.01% |
+2,100
| New | +$4.89K |
|