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

Top Buys

1
+$2.13M
2
+$526K
3
+$484K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$458K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$434K

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
– –
-622
144
– –
-15
145
– –
-24
146
– –
-261
147
– –
-13
148
– –
-1
149
– –
-4
150
– –
-830
4 5
6
7 8