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
$153M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$709K
3
+$318K
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$315K
5
MBB icon
iShares MBS ETF
MBB
+$228K

Top Sells

1
+$3.35M
2
+$2.12M
3
+$869K
4
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$790K
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$733K

Sector Composition

1 Financials 10.39%
2 Technology 10.06%
3 Communication Services 4.4%
4 Consumer Discretionary 3.57%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.31%
16,911
+288
77
$457K 0.3%
9,766
+320
78
$442K 0.29%
15,136
-487
79
$440K 0.29%
15,982
+209
80
$438K 0.29%
8,927
-813
81
$432K 0.28%
2,711
+15
82
$415K 0.27%
753
+2
83
$415K 0.27%
7,923
+39
84
$401K 0.26%
1,034
+6
85
$401K 0.26%
8,961
+243
86
$400K 0.26%
4,094
+80
87
$394K 0.26%
2,866
+127
88
$389K 0.25%
5,552
+121
89
$389K 0.25%
10,670
+356
90
$381K 0.25%
613
+2
91
$380K 0.25%
20,758
+1,012
92
$370K 0.24%
1,993
+23
93
$360K 0.24%
5,156
-55
94
$355K 0.23%
7,839
+312
95
$354K 0.23%
7,033
+140
96
$353K 0.23%
5,019
+23
97
$353K 0.23%
7,128
+436
98
$351K 0.23%
32,339
+830
99
$344K 0.22%
12,904
+673
100
$339K 0.22%
1,657
-64
2 3
4
5 6