LIA
Lynx Investment Advisory Portfolio holdings
AUM
$183M
1-Year Est. Return
20.91%
This Fund
S&P 500
1 Year Est. Return
+20.91%
AUM
$167M
AUM Growth
+$14M
(+9.2%)
Holding
160
Top Buys
| 1 | +$908K | |
| 2 | +$830K | |
| 3 | +$548K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$519K |
| 5 |
Edison International
EIX
|
+$499K |
Top Sells
| 1 | +$482K | |
| 2 | +$420K | |
| 3 | +$403K | |
| 4 |
Diamondback Energy
FANG
|
+$394K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Devon Energy
DVN
$31.2B
| – | – |
-15,165
|
|
||
|
152
Diamondback Energy
FANG
$55.6B
| – | – |
-2,866
|
|
||
153
Fluor
FLR
$6.68B
| – | – |
-4,000
|
|
||
154
iShares Global Clean Energy ETF
ICLN
$2.14B
| – | – |
-12,126
|
|
||
155
iShares Global Financials ETF
IXG
$519M
| – | – |
-2,199
|
|
||
156
iShares Global Healthcare ETF
IXJ
$3.62B
| – | – |
-3,512
|
|
||
157
PayPal
PYPL
$41.6B
| – | – |
-3,566
|
|
||
158
Invesco S&P 500 Equal Weight ETF
RSP
$84.1B
| – | – |
-1,170
|
|
||
|
159
Shell
SHEL
$261B
| – | – |
-5,019
|
|
||
160
Invesco S&P MidCap Quality ETF
XMHQ
$5.04B
| – | – |
-2,173
|
|