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
176
$102K 0.08%
+585
177
$102K 0.08%
+524
178
$99.8K 0.07%
+403
179
$98.3K 0.07%
+875
180
$97.9K 0.07%
+3,421
181
$96K 0.07%
+2,680
182
$95.9K 0.07%
+402
183
$95K 0.07%
+800
184
$94.2K 0.07%
+3,703
185
$92.9K 0.07%
+3,182
186
$92.8K 0.07%
+345
187
$92K 0.07%
+380
188
$89.6K 0.07%
+2,253
189
$89.4K 0.07%
+542
190
$87.4K 0.06%
+2,105
191
$86.1K 0.06%
+261
192
$85K 0.06%
+623
193
$84.7K 0.06%
+5,845
194
$84.3K 0.06%
+900
195
$83K 0.06%
+1,510
196
$82.9K 0.06%
+2,590
197
$82.2K 0.06%
+1,072
198
$82.2K 0.06%
+1,044
199
$81.1K 0.06%
+7,837
200
$80.5K 0.06%
+2,600
6 7
8
9 10