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
1
$6.73M 4.98%
+105,878
2
$5.66M 4.19%
+96,700
3
$5.24M 3.88%
+24,885
4
$3.74M 2.77%
+38,917
5
$3.7M 2.74%
+8,276
6
$3.64M 2.7%
+163,052
7
$3.61M 2.68%
+121,808
8
$3.34M 2.47%
+15,513
9
$3.16M 2.34%
+46,911
10
$3.07M 2.28%
+59,934
11
$2.89M 2.14%
+62,601
12
$2.61M 1.93%
+13,501
13
$2.6M 1.92%
+46,964
14
$2.55M 1.89%
+5,787
15
$2.44M 1.81%
+13,400
16
$2.24M 1.66%
+50,889
17
$2.22M 1.65%
+5,462
18
$2.07M 1.53%
+26,413
19
$1.93M 1.43%
+3,551
20
$1.93M 1.43%
+34,534
21
$1.61M 1.19%
+32,489
22
$1.59M 1.18%
+35,715
23
$1.58M 1.17%
+21,157
24
$1.21M 0.89%
+13,231
25
$1.1M 0.81%
+43,098
1
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