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
$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
726
– –
-581
727
– –
-40
728
– –
-64
729
– –
-946
730
– –
-9
731
– –
-2,409
732
– –
-7,460
733
– –
-1,987
734
– –
-1,890
735
– –
-5
736
– –
-153
737
– –
-79
738
– –
-14
739
– –
-275
740
– –
-4
741
– –
-20
742
– –
-13
743
– –
-750
744
– –
-305
745
– –
-517
746
– –
-4,874
747
– –
-22
748
– –
-109
749
– –
-308
750
– –
-95
28 29
30
31 32