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
501
$3.46K ﹤0.01%
+112
502
$3.44K ﹤0.01%
+102
503
$3.44K ﹤0.01%
+300
504
$3.41K ﹤0.01%
+106
505
$3.4K ﹤0.01%
+100
506
$3.39K ﹤0.01%
+456
507
$3.26K ﹤0.01%
+192
508
$3.24K ﹤0.01%
+25
509
$3.23K ﹤0.01%
+11
510
$3.23K ﹤0.01%
+50
511
$3.17K ﹤0.01%
+131
512
$3.15K ﹤0.01%
+23
513
$3.15K ﹤0.01%
+4
514
$3.14K ﹤0.01%
+10
515
$3.13K ﹤0.01%
+10
516
$3.12K ﹤0.01%
+26
517
$3.12K ﹤0.01%
+300
518
$3.11K ﹤0.01%
+7
519
$3.07K ﹤0.01%
+11
520
$3.06K ﹤0.01%
+18
521
$3.04K ﹤0.01%
+70
522
$3.03K ﹤0.01%
+22
523
$2.98K ﹤0.01%
+150
524
$2.95K ﹤0.01%
+75
525
$2.93K ﹤0.01%
+61
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