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
101
$338K 0.22%
342
+1
102
$331K 0.22%
6,371
+213
103
$330K 0.22%
+5,522
104
$327K 0.21%
4,302
-17
105
$327K 0.21%
4,711
+18
106
$326K 0.21%
2,961
-260
107
$325K 0.21%
7,774
+82
108
$314K 0.21%
3,972
+563
109
$312K 0.2%
1,910
+11
110
$311K 0.2%
1,800
+66
111
$311K 0.2%
439
+20
112
$310K 0.2%
1,355
+6
113
$309K 0.2%
6,531
+42
114
$306K 0.2%
5,135
+163
115
$305K 0.2%
2,150
-298
116
$302K 0.2%
3,512
+438
117
$297K 0.19%
5,467
+13
118
$296K 0.19%
807
+4
119
$295K 0.19%
4,398
+148
120
$292K 0.19%
2,060
+2
121
$288K 0.19%
12,086
+710
122
$286K 0.19%
4,767
+56
123
$284K 0.19%
7,648
+57
124
$280K 0.18%
11,429
+452
125
$278K 0.18%
973
3 4
5
6 7