LIA

Lynx Investment Advisory Portfolio holdings

AUM $209M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$709K
3
+$318K
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$315K
5
MBB icon
iShares MBS ETF
MBB
+$228K

Top Sells

1
+$3.35M
2
+$2.12M
3
+$869K
4
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$790K
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$733K

Sector Composition

1 Financials 10.39%
2 Technology 10.06%
3 Communication Services 4.4%
4 Consumer Discretionary 3.57%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.89%
1,838
+6
27
$1.28M 0.83%
9,585
+2,509
28
$1.26M 0.82%
42,640
+643
29
$1.23M 0.8%
+16,647
30
$1.22M 0.8%
23,321
-42,935
31
$1.22M 0.8%
50,215
+2,433
32
$1.2M 0.78%
8,913
-34
33
$1.2M 0.78%
49,114
+2,232
34
$1.11M 0.72%
1,949
35
$1.1M 0.72%
24,830
+891
36
$1.07M 0.7%
25,266
+4,196
37
$1.03M 0.67%
3,495
+48
38
$1.02M 0.67%
25,008
+162
39
$1M 0.66%
11,191
+422
40
$988K 0.65%
9,935
+669
41
$981K 0.64%
38,312
+911
42
$922K 0.6%
6,437
+179
43
$914K 0.6%
47,728
+2,175
44
$913K 0.6%
16,833
-14,006
45
$908K 0.59%
20,980
+826
46
$871K 0.57%
9,335
-800
47
$867K 0.57%
29,940
+6,345
48
$841K 0.55%
21,658
+762
49
$819K 0.54%
2,579
-211
50
$817K 0.53%
77,634
+2,696
1
2
3 4 5