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
$167M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$830K
3
+$548K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$519K
5
EIX icon
Edison International
EIX
+$499K

Top Sells

1
+$482K
2
+$420K
3
+$403K
4
FANG icon
Diamondback Energy
FANG
+$394K
5
SHEL icon
Shell
SHEL
+$353K

Sector Composition

1 Technology 10.64%
2 Financials 9.6%
3 Communication Services 4.88%
4 Consumer Discretionary 3.33%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.82%
1,859
+21
27
$1.34M 0.8%
30,088
+4,822
28
$1.33M 0.8%
43,716
+1,076
29
$1.33M 0.8%
3,905
-3
30
$1.26M 0.75%
49,424
-791
31
$1.25M 0.75%
16,847
+200
32
$1.18M 0.7%
61,017
+13,289
33
$1.13M 0.68%
1,847
-102
34
$1.13M 0.68%
20,954
-2,367
35
$1.11M 0.66%
42,041
-7,073
36
$1.1M 0.66%
23,841
-989
37
$1.02M 0.61%
10,758
-433
38
$980K 0.59%
74,485
-3,149
39
$980K 0.59%
7,039
-1,874
40
$978K 0.59%
6,297
-140
41
$950K 0.57%
21,794
-3,214
42
$948K 0.57%
9,523
-412
43
$926K 0.55%
20,800
-858
44
$922K 0.55%
3,400
+8
45
$911K 0.55%
3,741
+29
46
$910K 0.54%
20,715
-265
47
$908K 0.54%
9,270
-65
48
$908K 0.54%
37,322
+4,190
49
$906K 0.54%
28,745
-1,195
50
$867K 0.52%
33,536
-4,776
1
2
3 4 5