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
776
$375 ﹤0.01%
+6
777
$371 ﹤0.01%
+5
778
$371 ﹤0.01%
+3
779
$365 ﹤0.01%
+11
780
$364 ﹤0.01%
+6
781
$358 ﹤0.01%
+28
782
$358 ﹤0.01%
+4
783
$356 ﹤0.01%
+32
784
$344 ﹤0.01%
+2
785
$339 ﹤0.01%
+17
786
$330 ﹤0.01%
+3
787
$329 ﹤0.01%
+98
788
$325 ﹤0.01%
+11
789
$319 ﹤0.01%
+3
790
$318 ﹤0.01%
+3
791
$316 ﹤0.01%
+2
792
$314 ﹤0.01%
+16
793
$300 ﹤0.01%
+3
794
$298 ﹤0.01%
+4
795
$283 ﹤0.01%
+17
796
$281 ﹤0.01%
+3
797
$278 ﹤0.01%
+124
798
$269 ﹤0.01%
+8
799
$267 ﹤0.01%
+7
800
$262 ﹤0.01%
+1
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