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
801
$261 ﹤0.01%
+23
802
$250 ﹤0.01%
+1
803
$232 ﹤0.01%
+26
804
$232 ﹤0.01%
+1
805
$212 ﹤0.01%
+26
806
$204 ﹤0.01%
+23
807
$190 ﹤0.01%
+22
808
$186 ﹤0.01%
+3
809
$182 ﹤0.01%
+1
810
$168 ﹤0.01%
+8
811
$143 ﹤0.01%
+2
812
$138 ﹤0.01%
+20
813
$79 ﹤0.01%
+3
814
$41 ﹤0.01%
+1
815
$0 ﹤0.01%
+4
29 30 31 32
33