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
$139M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$526K
3
+$484K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$458K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$434K

Top Sells

1
+$291K
2
+$233K
3
+$198K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K
5
AMAT icon
Applied Materials
AMAT
+$179K

Sector Composition

1 Financials 10.35%
2 Technology 9.97%
3 Communication Services 3.99%
4 Consumer Discretionary 3.83%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.85%
13,502
+271
27
$1.16M 0.84%
43,100
+2
28
$1.13M 0.82%
17,210
+24
29
$1.12M 0.81%
49,509
+1,680
30
$1.08M 0.78%
24,119
+223
31
$1.04M 0.75%
1,972
+822
32
$993K 0.72%
21,912
+1,021
33
$969K 0.7%
9,735
+119
34
$962K 0.69%
6,247
+398
35
$946K 0.68%
7,376
+23
36
$895K 0.64%
1,563
+233
37
$889K 0.64%
25,092
+30
38
$883K 0.64%
36,727
+5,402
39
$823K 0.59%
10,186
+3,321
40
$797K 0.57%
16,653
+855
41
$794K 0.57%
2,888
-226
42
$790K 0.57%
27,295
-161
43
$777K 0.56%
10,335
-28
44
$771K 0.55%
3,342
+31
45
$766K 0.55%
3,464
+331
46
$759K 0.55%
51,648
-62
47
$733K 0.53%
2,801
+11
48
$728K 0.52%
4,941
+381
49
$688K 0.5%
8,205
-16
50
$639K 0.46%
33,737
+701
1
2
3 4 5