LIA

Lynx Investment Advisory Portfolio holdings

AUM $209M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$6.45M
2
+$5.68M
3
+$4.64M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.81M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$3.73M

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
676
$864 ﹤0.01%
+13
677
$846 ﹤0.01%
+18
678
$842 ﹤0.01%
+2
679
$834 ﹤0.01%
+64
680
$832 ﹤0.01%
+29
681
$824 ﹤0.01%
+20
682
$806 ﹤0.01%
+12
683
$797 ﹤0.01%
+24
684
$793 ﹤0.01%
+12
685
$787 ﹤0.01%
+27
686
$786 ﹤0.01%
+23
687
$778 ﹤0.01%
+18
688
$777 ﹤0.01%
+6
689
$772 ﹤0.01%
+2
690
$770 ﹤0.01%
+20
691
$768 ﹤0.01%
+11
692
$753 ﹤0.01%
+11
693
$738 ﹤0.01%
+14
694
$735 ﹤0.01%
+8
695
$733 ﹤0.01%
+34
696
$732 ﹤0.01%
+10
697
$723 ﹤0.01%
+17
698
$710 ﹤0.01%
+200
699
$710 ﹤0.01%
+3
700
$707 ﹤0.01%
+88
26 27
28
29 30