LIA

Lynx Investment Advisory Portfolio holdings

AUM $167M
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.94M
3
+$931K
4
COP icon
ConocoPhillips
COP
+$859K
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$793K

Top Sells

1
+$1.45M
2
+$1.05M
3
+$785K
4
FHN icon
First Horizon
FHN
+$554K
5
GLD icon
SPDR Gold Trust
GLD
+$464K

Sector Composition

1 Financials 10.09%
2 Technology 8.98%
3 Communication Services 3.9%
4 Consumer Discretionary 3.47%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-72,314
152
– –
-21,831
153
– –
-417
154
– –
-3,614
155
– –
-1,542
156
– –
-2,192
157
– –
-24,788
3 4 5 6
7