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
$150M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.94M
3
+$931K
4
COP icon
ConocoPhillips
COP
+$859K
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$793K

Top Sells

1
+$1.45M
2
+$1.05M
3
+$785K
4
FHN icon
First Horizon
FHN
+$554K
5
GLD icon
SPDR Gold Trust
GLD
+$464K

Sector Composition

1 Financials 10.09%
2 Technology 8.98%
3 Communication Services 3.9%
4 Consumer Discretionary 3.47%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.29%
2,739
+426
77
$429K 0.29%
19,734
-3,646
78
$419K 0.28%
17,888
-123
79
$415K 0.28%
+19,746
80
$413K 0.28%
1,970
+11
81
$403K 0.27%
7,884
+27
82
$391K 0.26%
15,623
+4,565
83
$391K 0.26%
15,773
-53
84
$367K 0.24%
2,213
+125
85
$366K 0.24%
4,996
+15
86
$358K 0.24%
3,221
+38
87
$358K 0.24%
10,314
-2,204
88
$357K 0.24%
8,718
-903
89
$352K 0.24%
751
90
$352K 0.23%
4,014
+197
91
$344K 0.23%
6,893
-381
92
$343K 0.23%
611
-70
93
$340K 0.23%
4,025
94
$339K 0.23%
1,028
+7
95
$336K 0.22%
+5,211
96
$334K 0.22%
2,389
+2
97
$334K 0.22%
1,721
+2
98
$331K 0.22%
5,431
-364
99
$329K 0.22%
12,231
-1,677
100
$327K 0.22%
6,692
-1,286
2 3
4
5 6