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
651
$985 ﹤0.01%
+10
652
$976 ﹤0.01%
+7
653
$975 ﹤0.01%
+86
654
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655
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+6
656
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657
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+14
658
$965 ﹤0.01%
+61
659
$944 ﹤0.01%
+20
660
$940 ﹤0.01%
+50
661
$938 ﹤0.01%
+26
662
$937 ﹤0.01%
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663
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664
$928 ﹤0.01%
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665
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666
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+18
667
$910 ﹤0.01%
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668
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669
$895 ﹤0.01%
+45
670
$889 ﹤0.01%
+32
671
$881 ﹤0.01%
+8
672
$880 ﹤0.01%
+11
673
$877 ﹤0.01%
+68
674
$875 ﹤0.01%
+6
675
$873 ﹤0.01%
+6
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