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

Top Buys

1
+$1.45M
2
+$1.13M
3
+$983K
4
SEIE
SEI Select International Equity ETF
SEIE
+$952K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$853K

Top Sells

1
+$312K
2
+$279K
3
+$257K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$254K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$245K

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
– –
-1,118
152
– –
-6,197
3 4 5 6
7