LIA
Lynx Investment Advisory Portfolio holdings
AUM
$153M
1-Year Return
16.53%
This Quarter Return
+7.54%
1 Year Return
+16.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$3.88M
(+2.9%)
Cap. Flow
-$4.64M
Cap. Flow
% of AUM
-3.34%
Top 10 Holdings %
Top 10 Hldgs %
35.83%
Holding
815
New
–
Increased
118
Reduced
18
Closed
673
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$2.13M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$526K |
| 3 |
iShares International Dividend Growth ETF
IGRO
|
$484K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$458K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$434K |
Top Sells
| 1 |
MEGI
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
|
$291K |
| 2 |
Devon Energy
DVN
|
$233K |
| 3 |
Franklin Resources
BEN
|
$198K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$188K |
| 5 |
Applied Materials
AMAT
|
$179K |
Sector Composition
| 1 | Financials | 10.35% |
| 2 | Technology | 9.97% |
| 3 | Communication Services | 3.99% |
| 4 | Consumer Discretionary | 3.83% |
| 5 | Healthcare | 2.44% |
