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
126
$209K 0.15%
+2,680
127
$207K 0.15%
+1,289
128
$203K 0.15%
+3,437
129
$199K 0.15%
+4,183
130
$199K 0.15%
+1,225
131
$198K 0.15%
+8,858
132
$196K 0.15%
+1,844
133
$194K 0.14%
+1,845
134
$188K 0.14%
+7,460
135
$179K 0.13%
+759
136
$179K 0.13%
+1,710
137
$174K 0.13%
+4,000
138
$172K 0.13%
+1,989
139
$167K 0.12%
+3,714
140
$167K 0.12%
+1,015
141
$165K 0.12%
+3,474
142
$161K 0.12%
+344
143
$160K 0.12%
+9,578
144
$159K 0.12%
+7,814
145
$158K 0.12%
+5,008
146
$156K 0.12%
+4,874
147
$154K 0.11%
+4,172
148
$153K 0.11%
+2,435
149
$152K 0.11%
+443
150
$148K 0.11%
+2,778
4 5
6
7 8