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Home > Institutional Investor > Lynx Investment Advisory > Profile

Instuitional Investor - Lynx Investment Advisory

Fund Profile
Filing Period:
Fund Name: Lynx Investment Advisory
Portfolio Value $146,601,351
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco S&P 500 Quality Etf - ETF
 140,655 $9,428,100 6.43%
2.
Ishares Trust
 IEF 120,915 $7,534,230 5.13%
3.
Apple Inc.
 AAPL 26,389 $6,608,541 4.5%
4.
Proshares S&P 500 Dividend Aristocrats Etf - ETF
 53,219 $5,297,986 3.61%
5.
Spdr Gold Trust
 GLD 17,735 $4,294,176 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)