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
$139M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$509K
3
+$460K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$450K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$418K

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
126
$249K 0.18%
9,285
+3
127
$246K 0.18%
1,883
+38
128
$245K 0.18%
3,140
+1,915
129
$244K 0.18%
3,128
130
$237K 0.17%
4,125
+1,360
131
$236K 0.17%
2,052
-104
132
$235K 0.17%
4,419
+236
133
$233K 0.17%
1,370
+116
134
$231K 0.17%
2,016
+306
135
$230K 0.17%
9,410
-18
136
$227K 0.16%
3,200
+1,187
137
$217K 0.16%
2,786
+106
138
$214K 0.15%
528
+85
139
$210K 0.15%
6,197
+6,136
140
$201K 0.14%
3,194
-243
141
$200K 0.14%
1,118
+103
142
$18.6K 0.01%
1,000
143
– –
-2
144
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-3
145
– –
-34
146
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-6
147
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-28
148
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-109
149
– –
-308
150
– –
-150
4 5
6
7 8