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 | |
|---|---|---|---|---|---|---|
476
Hershey
HSY
$37.6B
| $4.86K | ﹤0.01% |
+26
| New | +$4.86K |
|
477
Rio Tinto
RIO
$104B
| $4.81K | ﹤0.01% |
+73
| New | +$4.81K |
|
478
HEICO Class A
HEI.A
$35.1B
| $4.62K | ﹤0.01% |
+26
| New | +$4.62K |
|
479
Vertiv
VRT
$47.4B
| $4.5K | ﹤0.01% |
+52
| New | +$4.5K |
|
480
Viatris
VTRS
$12.2B
| $4.47K | ﹤0.01% |
+421
| New | +$4.47K |
|
481
GSK
GSK
$81.5B
| $4.46K | ﹤0.01% |
+116
| New | +$4.46K |
|
482
Keurig Dr Pepper
KDP
$38.9B
| $4.41K | ﹤0.01% |
+132
| New | +$4.41K |
|
483
Emcor
EME
$28B
| $4.38K | ﹤0.01% |
+12
| New | +$4.38K |
|
484
Constellation Brands
STZ
$26.2B
| $4.37K | ﹤0.01% |
+17
| New | +$4.37K |
|
485
Murphy USA
MUSA
$7.47B
| $4.23K | ﹤0.01% |
+9
| New | +$4.23K |
|
486
SPDR S&P Health Care Equipment ETF
XHE
$155M
| $4.22K | ﹤0.01% |
+50
| New | +$4.22K |
|
487
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.29B
| $4.22K | ﹤0.01% |
+105
| New | +$4.22K |
|
488
Ryanair
RYAAY
$32.1B
| $4.19K | ﹤0.01% |
+90
| New | +$4.19K |
|
489
Petrobras
PBR
$78.7B
| $4.07K | ﹤0.01% |
+281
| New | +$4.07K |
|
490
Invesco India ETF
PIN
$209M
| $4.01K | ﹤0.01% |
+137
| New | +$4.01K |
|
491
Booz Allen Hamilton
BAH
$12.6B
| $3.85K | ﹤0.01% |
+25
| New | +$3.85K |
|
492
MakeMyTrip
MMYT
$9.56B
| $3.79K | ﹤0.01% |
+45
| New | +$3.79K |
|
493
NetEase
NTES
$85B
| $3.76K | ﹤0.01% |
+39
| New | +$3.76K |
|
494
Amdocs
DOX
$9.46B
| $3.71K | ﹤0.01% |
+47
| New | +$3.71K |
|
495
Cigna
CI
$81.5B
| $3.64K | ﹤0.01% |
+11
| New | +$3.64K |
|
496
Barclays
BCS
$69.1B
| $3.63K | ﹤0.01% |
+339
| New | +$3.63K |
|
497
D.R. Horton
DHI
$54.2B
| $3.63K | ﹤0.01% |
+26
| New | +$3.63K |
|
498
Coca-Cola Femsa
KOF
$17.5B
| $3.61K | ﹤0.01% |
+42
| New | +$3.61K |
|
499
CRH
CRH
$75.4B
| $3.6K | ﹤0.01% |
+48
| New | +$3.6K |
|
500
Charter Communications
CHTR
$35.7B
| $3.59K | ﹤0.01% |
+12
| New | +$3.59K |
|