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
51
$854K 0.51%
2,708
-2
52
$823K 0.49%
2,917
-578
53
$803K 0.48%
14,815
-235
54
$785K 0.47%
13,264
-3,569
55
$775K 0.46%
17,071
+2,914
56
$767K 0.46%
24,439
-1,168
57
$762K 0.46%
19,596
+3,256
58
$737K 0.44%
4,042
-13
59
$716K 0.43%
5,082
+108
60
$715K 0.43%
7,664
+16
61
$691K 0.41%
8,652
-84
62
$685K 0.41%
2,434
+19
63
$646K 0.39%
15,222
-620
64
$630K 0.38%
1,416
-1,163
65
$619K 0.37%
9,966
+4,444
66
$606K 0.36%
9,437
-393
67
$597K 0.36%
34,576
-1,384
68
$595K 0.36%
21,299
+817
69
$573K 0.34%
2,854
-108
70
$571K 0.34%
7,281
-279
71
$560K 0.34%
4,670
-480
72
$532K 0.32%
5,179
-213
73
$525K 0.31%
18,813
-801
74
$517K 0.31%
19,616
-808
75
$512K 0.31%
+9,255
1 2
3
4 5