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
76
$386K 0.29%
+30,770
77
$380K 0.28%
+5,276
78
$378K 0.28%
+7,763
79
$370K 0.27%
+773
80
$367K 0.27%
+670
81
$363K 0.27%
+8,743
82
$360K 0.27%
+4,991
83
$358K 0.27%
+530
84
$344K 0.25%
+9,550
85
$336K 0.25%
+1,010
86
$316K 0.23%
+2,306
87
$310K 0.23%
+10,657
88
$310K 0.23%
+11,970
89
$309K 0.23%
+21,711
90
$307K 0.23%
+2,879
91
$298K 0.22%
+5,956
92
$298K 0.22%
+6,127
93
$298K 0.22%
+24,364
94
$293K 0.22%
+11,252
95
$292K 0.22%
+7,160
96
$291K 0.22%
+2,542
97
$291K 0.22%
+22,692
98
$290K 0.21%
+3,161
99
$288K 0.21%
+5,937
100
$280K 0.21%
+6,081
2 3
4
5 6