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
101
$312K 0.21%
341
102
$312K 0.21%
4,981
-10
103
$311K 0.21%
800
+272
104
$309K 0.21%
3,213
+431
105
$308K 0.21%
+11,058
106
$307K 0.21%
7,575
+49
107
$306K 0.21%
30,920
+75
108
$305K 0.21%
3,065
+136
109
$304K 0.21%
+4,025
110
$302K 0.21%
3,540
+400
111
$302K 0.21%
2,088
+229
112
$301K 0.21%
12,810
+476
113
$300K 0.2%
+1,542
114
$300K 0.2%
10,709
+35
115
$298K 0.2%
4,814
+10
116
$294K 0.2%
3,666
+8
117
$294K 0.2%
4,089
+50
118
$294K 0.2%
1,899
+16
119
$285K 0.19%
+6,489
120
$283K 0.19%
5,641
-151
121
$279K 0.19%
1,885
+2
122
$276K 0.19%
2,192
-64
123
$276K 0.19%
1,205
124
$274K 0.19%
2,999
+116
125
$272K 0.19%
4,593
+174
3 4
5
6 7