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
126
$282K 0.17%
+4,120
127
$281K 0.17%
5,449
-1,082
128
$280K 0.17%
1,500
+2
129
$274K 0.16%
6,568
130
$274K 0.16%
3,138
131
$271K 0.16%
2,732
-115
132
$261K 0.16%
868
+1
133
$259K 0.16%
+6,726
134
$251K 0.15%
728
-51
135
$245K 0.15%
2,575
+110
136
$242K 0.15%
+868
137
$242K 0.14%
4,046
138
$241K 0.14%
1,856
+3
139
$238K 0.14%
917
-50
140
$232K 0.14%
+5,700
141
$232K 0.14%
+1,252
142
$231K 0.14%
4,442
143
$230K 0.14%
9,406
+142
144
$223K 0.13%
+1,951
145
$222K 0.13%
9,588
-332
146
$217K 0.13%
+1,573
147
$212K 0.13%
1,766
+20
148
$207K 0.12%
+7,000
149
$203K 0.12%
+912
150
$201K 0.12%
+7,930
3 4 5
6
7