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
$167M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$830K
3
+$548K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$519K
5
EIX icon
Edison International
EIX
+$499K

Top Sells

1
+$482K
2
+$420K
3
+$403K
4
FANG icon
Diamondback Energy
FANG
+$394K
5
SHEL icon
Shell
SHEL
+$353K

Sector Composition

1 Technology 10.64%
2 Financials 9.6%
3 Communication Services 4.88%
4 Consumer Discretionary 3.33%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.3%
8,337
-352
77
$498K 0.3%
1,044
+10
78
$497K 0.3%
17,067
+156
79
$487K 0.29%
20,042
-716
80
$478K 0.29%
15,831
-151
81
$471K 0.28%
14,746
-390
82
$463K 0.28%
2,000
+7
83
$458K 0.27%
8,606
-355
84
$452K 0.27%
753
85
$448K 0.27%
8,954
+27
86
$440K 0.26%
7,960
+37
87
$436K 0.26%
9,390
-376
88
$420K 0.25%
2,737
+26
89
$420K 0.25%
4,079
-15
90
$412K 0.25%
615
+2
91
$394K 0.24%
5,589
+37
92
$381K 0.23%
10,243
-427
93
$376K 0.23%
31,452
-887
94
$374K 0.22%
9,665
+2,017
95
$372K 0.22%
5,157
+1
96
$368K 0.22%
7,446
+318
97
$366K 0.22%
+19,985
98
$366K 0.22%
7,570
-269
99
$362K 0.22%
13,436
+532
100
$358K 0.21%
1,659
+2
2 3
4
5 6