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
$147M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.19M
3
+$1.01M
4
SEIE
SEI Select International Equity ETF
SEIE
+$976K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$858K

Top Sells

1
+$317K
2
+$279K
3
+$279K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$260K
5
ETR icon
Entergy
ETR
+$244K

Sector Composition

1 Technology 10.94%
2 Financials 10.9%
3 Consumer Discretionary 4.44%
4 Communication Services 4.18%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,194
152
– –
-2,786
3 4 5 6
7