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
$147M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.13M
3
+$983K
4
SEIE
SEI Select International Equity ETF
SEIE
+$952K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853K

Top Sells

1
+$312K
2
+$279K
3
+$257K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$254K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$245K

Sector Composition

1 Technology 10.94%
2 Financials 10.9%
3 Consumer Discretionary 4.44%
4 Communication Services 4.18%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.89%
4,137
+1,249
27
$1.12M 0.76%
48,231
-1,278
28
$1.12M 0.76%
2,768
-33
29
$1.05M 0.72%
21,798
-114
30
$1.05M 0.72%
1,794
+231
31
$1.05M 0.72%
13,825
-3,385
32
$1M 0.68%
1,862
-110
33
$1M 0.68%
25,018
+899
34
$990K 0.68%
9,980
+245
35
$964K 0.66%
7,009
+762
36
$952K 0.65%
7,460
+84
37
$952K 0.65%
+39,871
38
$930K 0.63%
37,227
-12,484
39
$911K 0.62%
10,639
-2,863
40
$907K 0.62%
25,056
-36
41
$885K 0.6%
35,603
-7,497
42
$827K 0.56%
31,161
+3,866
43
$806K 0.55%
10,648
+462
44
$785K 0.54%
8,501
+296
45
$780K 0.53%
3,549
+85
46
$757K 0.52%
40,946
+7,209
47
$731K 0.5%
16,608
-45
48
$728K 0.5%
5,026
+85
49
$721K 0.49%
3,347
+5
50
$698K 0.48%
3,666
+203
1
2
3 4 5