LIA
Lynx Investment Advisory Portfolio holdings
AUM
$153M
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 | |
|---|---|---|---|---|---|---|
601
Mitsubishi UFJ Financial
MUFG
$171B
| $1.47K | ﹤0.01% |
+136
| New | +$1.47K |
|
602
Archer Daniels Midland
ADM
$29.7B
| $1.45K | ﹤0.01% |
+24
| New | +$1.45K |
|
603
Burlington
BURL
$18.5B
| $1.44K | ﹤0.01% |
+6
| New | +$1.44K |
|
604
Veralto
VLTO
$26.1B
| $1.44K | ﹤0.01% |
+15
| New | +$1.44K |
|
|
WBA
605
DELISTED
Walgreens Boots Alliance
WBA
| $1.41K | ﹤0.01% |
+117
| New | +$1.41K |
|
606
Aptiv
APTV
$17.3B
| $1.41K | ﹤0.01% |
+20
| New | +$1.41K |
|
607
Electronic Arts
EA
$42B
| $1.39K | ﹤0.01% |
+10
| New | +$1.39K |
|
608
eBay
EBAY
$41.2B
| $1.39K | ﹤0.01% |
+26
| New | +$1.39K |
|
609
Tyson Foods
TSN
$20B
| $1.37K | ﹤0.01% |
+24
| New | +$1.37K |
|
610
Illumina
ILMN
$15.2B
| $1.36K | ﹤0.01% |
+13
| New | +$1.36K |
|
611
Honda
HMC
$44.6B
| $1.35K | ﹤0.01% |
+42
| New | +$1.35K |
|
612
PG&E
PCG
$33.7B
| $1.34K | ﹤0.01% |
+77
| New | +$1.34K |
|
613
Embraer
ERJ
$10.5B
| $1.34K | ﹤0.01% |
+52
| New | +$1.34K |
|
614
Alcon
ALC
$38.9B
| $1.34K | ﹤0.01% |
+15
| New | +$1.34K |
|
615
Prestige Consumer Healthcare
PBH
$3.29B
| $1.31K | ﹤0.01% |
+19
| New | +$1.31K |
|
616
argenx
ARGX
$44.2B
| $1.29K | ﹤0.01% |
+3
| New | +$1.29K |
|
617
Wintrust Financial
WTFC
$9.16B
| $1.28K | ﹤0.01% |
+13
| New | +$1.28K |
|
618
W.R. Berkley
WRB
$27.4B
| $1.26K | ﹤0.01% |
+16
| New | +$1.26K |
|
619
Luminar Technologies
LAZR
$113M
| $1.23K | ﹤0.01% |
+825
| New | +$1.23K |
|
620
Dr. Reddy's Laboratories
RDY
$11.8B
| $1.22K | ﹤0.01% |
+16
| New | +$1.22K |
|
621
Permian Resources
PR
$9.73B
| $1.21K | ﹤0.01% |
+75
| New | +$1.21K |
|
622
Encompass Health
EHC
$12.5B
| $1.2K | ﹤0.01% |
+14
| New | +$1.2K |
|
623
HubSpot
HUBS
$24.9B
| $1.18K | ﹤0.01% |
+2
| New | +$1.18K |
|
624
Commerce Bancshares
CBSH
$8.18B
| $1.17K | ﹤0.01% |
+21
| New | +$1.17K |
|
625
Portland General Electric
POR
$4.68B
| $1.17K | ﹤0.01% |
+27
| New | +$1.17K |
|