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
101
$324K 0.22%
7,692
+117
102
$323K 0.22%
341
103
$318K 0.21%
7,527
-2,743
104
$316K 0.21%
31,509
+589
105
$313K 0.21%
4,250
-1,146
106
$312K 0.21%
1,349
+5
107
$312K 0.21%
7,408
-3,743
108
$311K 0.21%
+1,734
109
$310K 0.21%
+2,748
110
$307K 0.2%
6,158
-3,588
111
$306K 0.2%
3,409
+344
112
$298K 0.2%
10,977
+268
113
$298K 0.2%
4,319
+973
114
$298K 0.2%
1,899
115
$294K 0.2%
803
+3
116
$294K 0.2%
4,972
+158
117
$290K 0.19%
4,693
+100
118
$280K 0.19%
3,074
+11
119
$271K 0.18%
2,952
-47
120
$271K 0.18%
6,489
121
$266K 0.18%
11,376
-1,434
122
$266K 0.18%
2,582
-631
123
$265K 0.18%
7,591
-181
124
$262K 0.17%
4,046
-19
125
$258K 0.17%
1,495
+2
3 4
5
6 7