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
576
$1.93K ﹤0.01%
+86
577
$1.93K ﹤0.01%
+9
578
$1.93K ﹤0.01%
+65
579
$1.91K ﹤0.01%
+6
580
$1.89K ﹤0.01%
+356
581
$1.89K ﹤0.01%
+15
582
$1.89K ﹤0.01%
+19
583
$1.87K ﹤0.01%
+9
584
$1.86K ﹤0.01%
+144
585
$1.76K ﹤0.01%
+55
586
$1.76K ﹤0.01%
+84
587
$1.76K ﹤0.01%
+14
588
$1.73K ﹤0.01%
+10
589
$1.73K ﹤0.01%
+61
590
$1.72K ﹤0.01%
+10
591
$1.68K ﹤0.01%
+12
592
$1.67K ﹤0.01%
+34
593
$1.67K ﹤0.01%
+17
594
$1.63K ﹤0.01%
+3
595
$1.61K ﹤0.01%
+95
596
$1.61K ﹤0.01%
+14
597
$1.59K ﹤0.01%
+12
598
$1.59K ﹤0.01%
+9
599
$1.55K ﹤0.01%
+3
600
$1.49K ﹤0.01%
+10
22 23
24
25 26