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
626
$1.15K ﹤0.01%
+42
627
$1.14K ﹤0.01%
+15
628
$1.12K ﹤0.01%
+7
629
$1.12K ﹤0.01%
+5
630
$1.11K ﹤0.01%
+79
631
$1.11K ﹤0.01%
+6
632
$1.1K ﹤0.01%
+20
633
$1.09K ﹤0.01%
+93
634
$1.09K ﹤0.01%
+6
635
$1.09K ﹤0.01%
+5
636
$1.09K ﹤0.01%
+58
637
$1.09K ﹤0.01%
+39
638
$1.08K ﹤0.01%
+58
639
$1.07K ﹤0.01%
+33
640
$1.06K ﹤0.01%
+10
641
$1.06K ﹤0.01%
+79
642
$1.06K ﹤0.01%
+5
643
$1.06K ﹤0.01%
+15
644
$1.04K ﹤0.01%
+14
645
$1.02K ﹤0.01%
+15
646
$1.01K ﹤0.01%
+2
647
$1.01K ﹤0.01%
+8
648
$999 ﹤0.01%
+41
649
$991 ﹤0.01%
+16
650
$987 ﹤0.01%
+3
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