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
526
$2.92K ﹤0.01%
+34
527
$2.9K ﹤0.01%
+21
528
$2.86K ﹤0.01%
+75
529
$2.85K ﹤0.01%
+47
530
$2.81K ﹤0.01%
+11
531
$2.78K ﹤0.01%
+12
532
$2.76K ﹤0.01%
+68
533
$2.75K ﹤0.01%
+79
534
$2.75K ﹤0.01%
+72
535
$2.73K ﹤0.01%
+38
536
$2.71K ﹤0.01%
+12
537
$2.69K ﹤0.01%
+581
538
$2.62K ﹤0.01%
+118
539
$2.6K ﹤0.01%
+13
540
$2.59K ﹤0.01%
+10
541
$2.57K ﹤0.01%
+19
542
$2.53K ﹤0.01%
+56
543
$2.52K ﹤0.01%
+25
544
$2.51K ﹤0.01%
+30
545
$2.51K ﹤0.01%
+47
546
$2.46K ﹤0.01%
+10
547
$2.46K ﹤0.01%
+8
548
$2.46K ﹤0.01%
+14
549
$2.44K ﹤0.01%
+45
550
$2.43K ﹤0.01%
+50
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