LIA

Lynx Investment Advisory Portfolio holdings

AUM $167M
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.94M
3
+$931K
4
COP icon
ConocoPhillips
COP
+$859K
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$793K

Top Sells

1
+$1.45M
2
+$1.05M
3
+$785K
4
FHN icon
First Horizon
FHN
+$554K
5
GLD icon
SPDR Gold Trust
GLD
+$464K

Sector Composition

1 Financials 10.09%
2 Technology 8.98%
3 Communication Services 3.9%
4 Consumer Discretionary 3.47%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.91%
3,915
-222
27
$1.31M 0.87%
8,947
+1,938
28
$1.25M 0.84%
11,566
+591
29
$1.21M 0.81%
47,782
+16,621
30
$1.13M 0.75%
10,769
+8,184
31
$1.1M 0.74%
41,997
+2,126
32
$1.1M 0.73%
23,939
+8,953
33
$1.06M 0.7%
1,832
+38
34
$1.05M 0.7%
6,258
+1,232
35
$1.04M 0.69%
46,882
-1,349
36
$1M 0.67%
1,949
+87
37
$984K 0.66%
10,535
-104
38
$980K 0.65%
12,423
+1,775
39
$955K 0.64%
37,401
+174
40
$931K 0.62%
+74,938
41
$922K 0.61%
9,266
-714
42
$914K 0.61%
20,154
-4,864
43
$913K 0.61%
7,076
-384
44
$874K 0.58%
45,553
+4,607
45
$857K 0.57%
3,447
-102
46
$800K 0.53%
32,812
+3,736
47
$755K 0.5%
20,896
+9,421
48
$738K 0.49%
10,135
-250
49
$723K 0.48%
27,604
-7,999
50
$723K 0.48%
2,790
+22
1
2
3 4 5