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
476
$4.86K ﹤0.01%
+26
477
$4.81K ﹤0.01%
+73
478
$4.62K ﹤0.01%
+26
479
$4.5K ﹤0.01%
+52
480
$4.47K ﹤0.01%
+421
481
$4.46K ﹤0.01%
+116
482
$4.41K ﹤0.01%
+132
483
$4.38K ﹤0.01%
+12
484
$4.37K ﹤0.01%
+17
485
$4.22K ﹤0.01%
+9
486
$4.22K ﹤0.01%
+50
487
$4.22K ﹤0.01%
+105
488
$4.19K ﹤0.01%
+90
489
$4.07K ﹤0.01%
+281
490
$4K ﹤0.01%
+137
491
$3.85K ﹤0.01%
+25
492
$3.79K ﹤0.01%
+45
493
$3.76K ﹤0.01%
+39
494
$3.71K ﹤0.01%
+47
495
$3.64K ﹤0.01%
+11
496
$3.63K ﹤0.01%
+339
497
$3.63K ﹤0.01%
+26
498
$3.6K ﹤0.01%
+42
499
$3.6K ﹤0.01%
+48
500
$3.59K ﹤0.01%
+12
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