LIA
Lynx Investment Advisory Portfolio holdings
AUM
$153M
This Quarter Return
+1.49%
1 Year Return
+16.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.03%
Holding
815
New
815
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$6.73M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.66M |
| 3 |
Apple
AAPL
|
$5.24M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$3.74M |
| 5 |
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% |
