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
$147M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.13M
3
+$983K
4
SEIE
SEI Select International Equity ETF
SEIE
+$952K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853K

Top Sells

1
+$312K
2
+$279K
3
+$257K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$254K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$245K

Sector Composition

1 Technology 10.94%
2 Financials 10.9%
3 Consumer Discretionary 4.44%
4 Communication Services 4.18%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.31%
2,675
-370
77
$447K 0.3%
+17,449
78
$446K 0.3%
7,936
+5
79
$445K 0.3%
880
80
$426K 0.29%
11,151
-4,187
81
$421K 0.29%
9,621
-19
82
$402K 0.27%
7,857
+53
83
$401K 0.27%
681
+8
84
$398K 0.27%
2,387
+494
85
$391K 0.27%
7,978
+198
86
$385K 0.26%
3,614
-5
87
$384K 0.26%
751
-23
88
$379K 0.26%
2,313
-12
89
$374K 0.26%
21,831
+38
90
$370K 0.25%
1,021
-55
91
$369K 0.25%
+15,826
92
$359K 0.25%
13,908
+1,092
93
$357K 0.24%
13,713
+4,428
94
$352K 0.24%
7,274
+65
95
$348K 0.24%
1,959
+248
96
$345K 0.24%
3,817
-111
97
$339K 0.23%
3,183
+300
98
$337K 0.23%
1,719
+5
99
$328K 0.22%
5,795
-1,160
100
$315K 0.21%
6,196
+22
2 3
4
5 6