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
51
$686K 0.47%
29,076
-7,651
52
$634K 0.43%
2,646
+130
53
$626K 0.43%
10,385
+50
54
$618K 0.42%
14,986
+3,634
55
$606K 0.41%
1,477
+7
56
$603K 0.41%
+7,949
57
$597K 0.41%
23,526
+3,019
58
$593K 0.4%
954
59
$580K 0.4%
3,007
+2
60
$577K 0.39%
2,481
+4
61
$554K 0.38%
27,507
+23
62
$553K 0.38%
14,329
-1,218
63
$550K 0.38%
23,380
+23
64
$547K 0.37%
48,033
-3,615
65
$543K 0.37%
33,374
+31
66
$534K 0.36%
16,131
-377
67
$529K 0.36%
9,746
+39
68
$492K 0.34%
9,136
+64
69
$491K 0.34%
10,270
+9
70
$488K 0.33%
11,475
-48
71
$482K 0.33%
7,721
+338
72
$470K 0.32%
12,518
+11
73
$466K 0.32%
18,011
-647
74
$463K 0.32%
5,396
-129
75
$455K 0.31%
511
-24
1 2
3
4 5