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
101
$306K 0.22%
3,658
+3,131
102
$305K 0.22%
6,174
+93
103
$303K 0.22%
4,039
-1,237
104
$303K 0.22%
341
+33
105
$301K 0.22%
1,859
+423
106
$297K 0.21%
12,334
+1,972
107
$297K 0.21%
1,883
108
$296K 0.21%
5,792
-164
109
$292K 0.21%
24,441
+77
110
$288K 0.21%
4,804
+10
111
$288K 0.21%
2,733
+191
112
$288K 0.21%
2,929
+203
113
$279K 0.2%
2,906
+7
114
$278K 0.2%
1,338
+30
115
$269K 0.19%
953
-15
116
$267K 0.19%
3,399
+2,327
117
$266K 0.19%
7,631
+397
118
$266K 0.19%
1,522
+233
119
$265K 0.19%
2,883
-278
120
$263K 0.19%
4,076
-15
121
$263K 0.19%
2,782
+58
122
$263K 0.19%
4,486
+100
123
$259K 0.19%
443
+99
124
$254K 0.18%
964
+3
125
$251K 0.18%
1,205
3 4
5
6 7