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
51
$621K 0.45%
15,338
+6,595
52
$579K 0.42%
3,463
+246
53
$571K 0.41%
5,525
+78
54
$564K 0.41%
1,470
+54
55
$562K 0.4%
20,507
+8,537
56
$562K 0.4%
15,547
+645
57
$559K 0.4%
954
+34
58
$559K 0.4%
2,477
+4
59
$555K 0.4%
3,005
+3
60
$545K 0.39%
23,357
+24
61
$544K 0.39%
16,508
+908
62
$530K 0.38%
2,516
+20
63
$527K 0.38%
3,045
+83
64
$514K 0.37%
880
+59
65
$492K 0.35%
7,931
+10
66
$490K 0.35%
33,343
+34
67
$487K 0.35%
7,383
+9
68
$480K 0.35%
18,658
+1,236
69
$469K 0.34%
10,261
-83
70
$466K 0.34%
11,352
+19
71
$464K 0.33%
12,507
+12
72
$458K 0.33%
9,707
+7
73
$443K 0.32%
9,072
+13
74
$442K 0.32%
6,955
+48
75
$439K 0.32%
11,523
+19
1 2
3
4 5