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
701
$701 ﹤0.01%
+28
702
$696 ﹤0.01%
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703
$695 ﹤0.01%
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704
$691 ﹤0.01%
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705
$687 ﹤0.01%
+15
706
$674 ﹤0.01%
+30
707
$667 ﹤0.01%
+4
708
$659 ﹤0.01%
+13
709
$657 ﹤0.01%
+1
710
$657 ﹤0.01%
+16
711
$652 ﹤0.01%
+7
712
$647 ﹤0.01%
+3
713
$640 ﹤0.01%
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714
$628 ﹤0.01%
+90
715
$626 ﹤0.01%
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716
$612 ﹤0.01%
+14
717
$610 ﹤0.01%
+20
718
$607 ﹤0.01%
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719
$603 ﹤0.01%
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720
$600 ﹤0.01%
+24
721
$592 ﹤0.01%
+14
722
$586 ﹤0.01%
+15
723
$585 ﹤0.01%
+12
724
$573 ﹤0.01%
+15
725
$570 ﹤0.01%
+6
27 28
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