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
201
$80.4K 0.06%
+1,859
202
$77.6K 0.06%
+1,311
203
$76.7K 0.06%
+2,442
204
$76.5K 0.06%
+999
205
$74.5K 0.06%
+900
206
$74.5K 0.06%
+293
207
$74.4K 0.06%
+601
208
$74.4K 0.06%
+542
209
$73.8K 0.05%
+824
210
$73.7K 0.05%
+946
211
$72.5K 0.05%
+508
212
$72K 0.05%
+716
213
$71.6K 0.05%
+1,725
214
$71.1K 0.05%
+1,225
215
$69.9K 0.05%
+1,353
216
$69.4K 0.05%
+1,950
217
$69.3K 0.05%
+1,373
218
$69.2K 0.05%
+1,059
219
$67.9K 0.05%
+217
220
$66.4K 0.05%
+311
221
$66.3K 0.05%
+265
222
$64.7K 0.05%
+426
223
$64K 0.05%
+1,959
224
$63.6K 0.05%
+725
225
$63.4K 0.05%
+254