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
51
$542K 0.4%
+3,133
52
$531K 0.39%
+920
53
$529K 0.39%
+1,416
54
$505K 0.37%
+2,496
55
$495K 0.37%
+14,902
56
$488K 0.36%
+2,962
57
$486K 0.36%
+15,600
58
$468K 0.35%
+6,865
59
$468K 0.35%
+23,333
60
$467K 0.35%
+3,002
61
$465K 0.34%
+2,321
62
$459K 0.34%
+5,447
63
$439K 0.33%
+33,309
64
$433K 0.32%
+27,461
65
$421K 0.31%
+9,700
66
$418K 0.31%
+821
67
$413K 0.31%
+17,422
68
$412K 0.3%
+6,907
69
$411K 0.3%
+10,344
70
$405K 0.3%
+12,495
71
$405K 0.3%
+11,333
72
$398K 0.29%
+7,374
73
$391K 0.29%
+7,921
74
$391K 0.29%
+9,059
75
$388K 0.29%
+11,504
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3
4 5