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
51
$685K 0.46%
15,137
-1,471
52
$664K 0.44%
2,707
+61
53
$637K 0.42%
3,386
+39
54
$623K 0.42%
9,492
+1,771
55
$611K 0.41%
23,595
+69
56
$599K 0.4%
15,267
-9,789
57
$576K 0.38%
3,684
+18
58
$549K 0.37%
+14,677
59
$548K 0.37%
8,413
+477
60
$544K 0.36%
1,468
-9
61
$519K 0.35%
34,600
+1,226
62
$519K 0.35%
15,979
-152
63
$518K 0.35%
955
+1
64
$513K 0.34%
2,484
+3
65
$504K 0.34%
9,446
+310
66
$502K 0.33%
2,854
-153
67
$497K 0.33%
13,791
-538
68
$490K 0.33%
+5,996
69
$483K 0.32%
9,740
+4,099
70
$481K 0.32%
5,160
+50
71
$480K 0.32%
+5,226
72
$459K 0.31%
2,696
+21
73
$457K 0.3%
873
-7
74
$455K 0.3%
19,131
+1,682
75
$442K 0.29%
16,623
+2,910
1 2
3
4 5