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
151
$148K 0.11%
+2,765
152
$146K 0.11%
+1,987
153
$144K 0.11%
+827
154
$140K 0.1%
+1,983
155
$140K 0.1%
+1,525
156
$140K 0.1%
+2,779
157
$132K 0.1%
+2,013
158
$129K 0.1%
+814
159
$128K 0.1%
+5,398
160
$124K 0.09%
+3,849
161
$124K 0.09%
+1,768
162
$123K 0.09%
+4,485
163
$122K 0.09%
+220
164
$122K 0.09%
+666
165
$121K 0.09%
+2,260
166
$121K 0.09%
+3,106
167
$119K 0.09%
+4,535
168
$118K 0.09%
+2,112
169
$116K 0.09%
+830
170
$114K 0.08%
+4,500
171
$112K 0.08%
+1,834
172
$112K 0.08%
+1,128
173
$107K 0.08%
+4,000
174
$104K 0.08%
+1,561
175
$104K 0.08%
+19,488
5 6
7
8 9