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 | |
|---|---|---|---|---|---|---|
626
Autohome
ATHM
$3.42B
| $1.15K | ﹤0.01% |
+42
| New | +$1.15K |
|
627
Nuvalent
NUVL
$5.54B
| $1.14K | ﹤0.01% |
+15
| New | +$1.14K |
|
628
Allstate
ALL
$53.6B
| $1.12K | ﹤0.01% |
+7
| New | +$1.12K |
|
629
HEICO
HEI
$43.4B
| $1.12K | ﹤0.01% |
+5
| New | +$1.12K |
|
630
Tencent Music
TME
$37.8B
| $1.11K | ﹤0.01% |
+79
| New | +$1.11K |
|
631
Landstar System
LSTR
$4.59B
| $1.11K | ﹤0.01% |
+6
| New | +$1.11K |
|
632
Liberty Broadband Class C
LBRDK
$8.73B
| $1.1K | ﹤0.01% |
+20
| New | +$1.1K |
|
633
Harmonic Inc
HLIT
$1.09B
| $1.1K | ﹤0.01% |
+93
| New | +$1.1K |
|
634
Packaging Corp of America
PKG
$19.6B
| $1.1K | ﹤0.01% |
+6
| New | +$1.1K |
|
635
Avery Dennison
AVY
$13.2B
| $1.09K | ﹤0.01% |
+5
| New | +$1.09K |
|
636
Banco Santander Chile
BSAC
$11.3B
| $1.09K | ﹤0.01% |
+58
| New | +$1.09K |
|
637
Reynolds Consumer Products
REYN
$4.88B
| $1.09K | ﹤0.01% |
+39
| New | +$1.09K |
|
638
Telkom Indonesia
TLK
$18.7B
| $1.09K | ﹤0.01% |
+58
| New | +$1.09K |
|
639
BCE
BCE
$23.3B
| $1.07K | ﹤0.01% |
+33
| New | +$1.07K |
|
640
Lam Research
LRCX
$123B
| $1.07K | ﹤0.01% |
+1
| New | +$1.07K |
|
641
Rivian
RIVN
$16.8B
| $1.06K | ﹤0.01% |
+79
| New | +$1.06K |
|
642
IQVIA
IQV
$32.4B
| $1.06K | ﹤0.01% |
+5
| New | +$1.06K |
|
643
O'Reilly Automotive
ORLY
$88B
| $1.06K | ﹤0.01% |
+1
| New | +$1.06K |
|
644
American International
AIG
$45.1B
| $1.04K | ﹤0.01% |
+14
| New | +$1.04K |
|
645
Cognizant
CTSH
$35.1B
| $1.02K | ﹤0.01% |
+15
| New | +$1.02K |
|
646
Parker-Hannifin
PH
$96.2B
| $1.01K | ﹤0.01% |
+2
| New | +$1.01K |
|
647
EOG Resources
EOG
$68.8B
| $1.01K | ﹤0.01% |
+8
| New | +$1.01K |
|
|
NLOP
648
Net Lease Office Properties
NLOP
$439M
| $999 | ﹤0.01% |
+41
| New | +$999 |
|
649
Agree Realty
ADC
$8.05B
| $991 | ﹤0.01% |
+16
| New | +$991 |
|
650
Trane Technologies
TT
$92.5B
| $987 | ﹤0.01% |
+3
| New | +$987 |
|