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 | |
|---|---|---|---|---|---|---|
576
Exelixis
EXEL
$10.1B
| $1.93K | ﹤0.01% |
+86
| New | +$1.93K |
|
577
Norfolk Southern
NSC
$62.8B
| $1.93K | ﹤0.01% |
+9
| New | +$1.93K |
|
578
Rentokil
RTO
$12.6B
| $1.93K | ﹤0.01% |
+65
| New | +$1.93K |
|
579
United Therapeutics
UTHR
$17.2B
| $1.91K | ﹤0.01% |
+6
| New | +$1.91K |
|
580
Itaú Unibanco
ITUB
$75.4B
| $1.89K | ﹤0.01% |
+356
| New | +$1.89K |
|
581
Diageo
DEO
$61B
| $1.89K | ﹤0.01% |
+15
| New | +$1.89K |
|
582
Floor & Decor
FND
$8.91B
| $1.89K | ﹤0.01% |
+19
| New | +$1.89K |
|
583
Progressive
PGR
$146B
| $1.87K | ﹤0.01% |
+9
| New | +$1.87K |
|
584
Takeda Pharmaceutical
TAK
$48.3B
| $1.86K | ﹤0.01% |
+144
| New | +$1.86K |
|
585
Fox Class B
FOX
$24.6B
| $1.76K | ﹤0.01% |
+55
| New | +$1.76K |
|
586
SK Telecom
SKM
$8.32B
| $1.76K | ﹤0.01% |
+84
| New | +$1.76K |
|
587
Hanover Insurance
THG
$6.49B
| $1.76K | ﹤0.01% |
+14
| New | +$1.76K |
|
588
Zoetis
ZTS
$67.9B
| $1.73K | ﹤0.01% |
+10
| New | +$1.73K |
|
589
Weyerhaeuser
WY
$18.4B
| $1.73K | ﹤0.01% |
+61
| New | +$1.73K |
|
590
Texas Roadhouse
TXRH
$11.3B
| $1.72K | ﹤0.01% |
+10
| New | +$1.72K |
|
591
Grand Canyon Education
LOPE
$5.76B
| $1.68K | ﹤0.01% |
+12
| New | +$1.68K |
|
592
Cameco
CCJ
$33.2B
| $1.67K | ﹤0.01% |
+34
| New | +$1.67K |
|
593
Cardinal Health
CAH
$35.7B
| $1.67K | ﹤0.01% |
+17
| New | +$1.67K |
|
594
Elevance Health
ELV
$69.4B
| $1.63K | ﹤0.01% |
+3
| New | +$1.63K |
|
595
Sony
SONY
$166B
| $1.61K | ﹤0.01% |
+95
| New | +$1.61K |
|
596
Ingredion
INGR
$8.21B
| $1.61K | ﹤0.01% |
+14
| New | +$1.61K |
|
597
Pinduoduo
PDD
$176B
| $1.6K | ﹤0.01% |
+12
| New | +$1.6K |
|
598
Old Dominion Freight Line
ODFL
$31.3B
| $1.59K | ﹤0.01% |
+9
| New | +$1.59K |
|
599
NewMarket
NEU
$7.71B
| $1.55K | ﹤0.01% |
+3
| New | +$1.55K |
|
600
Fiserv
FI
$74B
| $1.49K | ﹤0.01% |
+10
| New | +$1.49K |
|