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
751
$483 ﹤0.01%
+4
752
$476 ﹤0.01%
+2
753
$474 ﹤0.01%
+2
754
$466 ﹤0.01%
+25
755
$457 ﹤0.01%
+20
756
$454 ﹤0.01%
+3
757
$447 ﹤0.01%
+2
758
$445 ﹤0.01%
+3
759
$443 ﹤0.01%
+4
760
$436 ﹤0.01%
+10
761
$434 ﹤0.01%
+15
762
$432 ﹤0.01%
+11
763
$430 ﹤0.01%
+11
764
$425 ﹤0.01%
+4
765
$423 ﹤0.01%
+155
766
$415 ﹤0.01%
+3
767
$413 ﹤0.01%
+25
768
$411 ﹤0.01%
+2
769
$410 ﹤0.01%
+8
770
$395 ﹤0.01%
+21
771
$388 ﹤0.01%
+8
772
$387 ﹤0.01%
+2
773
$379 ﹤0.01%
+7
774
$378 ﹤0.01%
+2
775
$378 ﹤0.01%
+3
29 30
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32 33