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
101
$349K 0.21%
439
102
$347K 0.21%
2,147
-3
103
$345K 0.21%
6,104
-267
104
$344K 0.21%
4,286
-16
105
$343K 0.2%
6,766
-267
106
$342K 0.2%
1,728
-72
107
$341K 0.2%
5,479
+12
108
$339K 0.2%
4,941
-194
109
$338K 0.2%
+958
110
$333K 0.2%
3,972
111
$332K 0.2%
2,982
+21
112
$331K 0.2%
7,845
+71
113
$328K 0.2%
809
+2
114
$327K 0.2%
1,910
115
$323K 0.19%
4,726
+15
116
$321K 0.19%
2,065
+5
117
$321K 0.19%
4,239
-159
118
$316K 0.19%
8,479
+3,321
119
$315K 0.19%
340
-2
120
$313K 0.19%
4,754
-13
121
$308K 0.18%
11,024
-405
122
$302K 0.18%
12,608
+522
123
$302K 0.18%
12,167
+4,237
124
$301K 0.18%
976
+3
125
$300K 0.18%
1,356
+1
3 4
5
6 7