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
51
$810K 0.53%
3,392
+6
52
$803K 0.52%
33,132
+320
53
$786K 0.51%
2,710
+3
54
$752K 0.49%
25,607
-1,997
55
$744K 0.49%
15,050
-87
56
$690K 0.45%
5,150
-10
57
$658K 0.43%
3,712
+28
58
$638K 0.42%
8,736
-72
59
$634K 0.41%
7,648
+8
60
$630K 0.41%
4,974
+6
61
$612K 0.4%
7,560
+1,564
62
$609K 0.4%
15,842
+575
63
$603K 0.39%
9,830
+338
64
$603K 0.39%
35,960
+1,360
65
$597K 0.39%
14,157
+366
66
$583K 0.38%
16,340
+361
67
$553K 0.36%
4,055
+30
68
$552K 0.36%
2,962
+108
69
$528K 0.34%
2,415
+26
70
$525K 0.34%
20,482
+1,351
71
$520K 0.34%
5,392
+166
72
$496K 0.32%
19,614
+1,726
73
$487K 0.32%
8,689
+276
74
$482K 0.32%
15,165
+488
75
$480K 0.31%
20,424
+690
1 2
3
4 5