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
101
$280K 0.21%
+2,260
102
$279K 0.21%
+1,308
103
$278K 0.21%
+1,883
104
$277K 0.21%
+2,899
105
$276K 0.2%
+1,610
106
$273K 0.2%
+4,091
107
$266K 0.2%
+1,887
108
$262K 0.19%
+308
109
$259K 0.19%
+1,205
110
$257K 0.19%
+968
111
$253K 0.19%
+2,726
112
$250K 0.19%
+1,254
113
$245K 0.18%
+4,794
114
$245K 0.18%
+4,386
115
$241K 0.18%
+10,362
116
$240K 0.18%
+961
117
$239K 0.18%
+7,234
118
$233K 0.17%
+4,916
119
$232K 0.17%
+3,426
120
$232K 0.17%
+2,724
121
$229K 0.17%
+9,282
122
$227K 0.17%
+3,128
123
$227K 0.17%
+9,428
124
$221K 0.16%
+2,156
125
$210K 0.16%
+1,436
3 4
5
6 7