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
$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
76
$427K 0.31%
27,484
+23
77
$421K 0.3%
1,076
+66
78
$413K 0.3%
7,804
+41
79
$401K 0.29%
2,325
+4
80
$396K 0.29%
9,640
+90
81
$393K 0.28%
3,619
+1,775
82
$391K 0.28%
7,780
+1,653
83
$388K 0.28%
673
+3
84
$379K 0.27%
535
+5
85
$378K 0.27%
774
+1
86
$365K 0.26%
21,793
+82
87
$355K 0.26%
7,209
+1,272
88
$344K 0.25%
12,816
+1,564
89
$342K 0.25%
2,085
+860
90
$339K 0.24%
1,714
+1,048
91
$338K 0.24%
1,711
+101
92
$338K 0.24%
10,674
+17
93
$333K 0.24%
2,929
+669
94
$329K 0.24%
4,991
95
$326K 0.23%
30,845
+75
96
$322K 0.23%
1,893
+6
97
$318K 0.23%
2,883
+4
98
$318K 0.23%
7,526
+366
99
$317K 0.23%
3,928
+502
100
$308K 0.22%
2,256
-50
2 3
4
5 6