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
601
$1.47K ﹤0.01%
+136
602
$1.45K ﹤0.01%
+24
603
$1.44K ﹤0.01%
+6
604
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605
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+117
606
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+20
607
$1.39K ﹤0.01%
+10
608
$1.39K ﹤0.01%
+26
609
$1.37K ﹤0.01%
+24
610
$1.36K ﹤0.01%
+13
611
$1.35K ﹤0.01%
+42
612
$1.34K ﹤0.01%
+77
613
$1.34K ﹤0.01%
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614
$1.34K ﹤0.01%
+15
615
$1.31K ﹤0.01%
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616
$1.29K ﹤0.01%
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617
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618
$1.26K ﹤0.01%
+24
619
$1.23K ﹤0.01%
+55
620
$1.22K ﹤0.01%
+80
621
$1.21K ﹤0.01%
+75
622
$1.2K ﹤0.01%
+14
623
$1.18K ﹤0.01%
+2
624
$1.17K ﹤0.01%
+22
625
$1.17K ﹤0.01%
+27
23 24
25
26 27