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
26
$1.06M 0.79%
+8,620
27
$1.02M 0.76%
+47,829
28
$985K 0.73%
+23,896
29
$956K 0.71%
+9,616
30
$952K 0.7%
+37,927
31
$919K 0.68%
+17,186
32
$872K 0.65%
+7,353
33
$859K 0.64%
+20,891
34
$852K 0.63%
+5,849
35
$817K 0.61%
+3,114
36
$817K 0.61%
+3,311
37
$774K 0.57%
+25,062
38
$768K 0.57%
+27,456
39
$753K 0.56%
+10,363
40
$739K 0.55%
+31,325
41
$713K 0.53%
+4,560
42
$691K 0.51%
+15,798
43
$689K 0.51%
+51,710
44
$671K 0.5%
+1,330
45
$611K 0.45%
+33,036
46
$590K 0.44%
+3,217
47
$575K 0.43%
+1,150
48
$564K 0.42%
+8,221
49
$559K 0.41%
+2,473
50
$552K 0.41%
+2,790
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