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
551
$2.42K ﹤0.01%
+36
552
$2.36K ﹤0.01%
+21
553
$2.35K ﹤0.01%
+29
554
$2.35K ﹤0.01%
+234
555
$2.32K ﹤0.01%
+36
556
$2.3K ﹤0.01%
+31
557
$2.27K ﹤0.01%
+39
558
$2.24K ﹤0.01%
+6
559
$2.21K ﹤0.01%
+16
560
$2.19K ﹤0.01%
+5
561
$2.18K ﹤0.01%
+28
562
$2.17K ﹤0.01%
+4
563
$2.16K ﹤0.01%
+11
564
$2.16K ﹤0.01%
+36
565
$2.13K ﹤0.01%
+60
566
$2.12K ﹤0.01%
+7
567
$2.12K ﹤0.01%
+95
568
$2.1K ﹤0.01%
+24
569
$2.1K ﹤0.01%
+9
570
$2.1K ﹤0.01%
+15
571
$2.09K ﹤0.01%
+26
572
$2.08K ﹤0.01%
+54
573
$2.07K ﹤0.01%
+700
574
$1.98K ﹤0.01%
+108
575
$1.96K ﹤0.01%
+26
21 22
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