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
726
$570 ﹤0.01%
+19
727
$554 ﹤0.01%
+20
728
$551 ﹤0.01%
+5
729
$550 ﹤0.01%
+13
730
$549 ﹤0.01%
+6
731
$549 ﹤0.01%
+2
732
$548 ﹤0.01%
+13
733
$546 ﹤0.01%
+2
734
$543 ﹤0.01%
+79
735
$541 ﹤0.01%
+4
736
$537 ﹤0.01%
+6
737
$535 ﹤0.01%
+6
738
$535 ﹤0.01%
+7
739
$533 ﹤0.01%
+17
740
$532 ﹤0.01%
+22
741
$528 ﹤0.01%
+21
742
$522 ﹤0.01%
+58
743
$516 ﹤0.01%
+13
744
$511 ﹤0.01%
+15
745
$504 ﹤0.01%
+5
746
$503 ﹤0.01%
+45
747
$498 ﹤0.01%
+3
748
$495 ﹤0.01%
+2
749
$490 ﹤0.01%
+32
750
$489 ﹤0.01%
+9
28 29
30
31 32