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
$139M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$526K
3
+$484K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$458K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$434K

Top Sells

1
+$291K
2
+$233K
3
+$198K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$188K
5
AMAT icon
Applied Materials
AMAT
+$179K

Sector Composition

1 Financials 10.35%
2 Technology 9.97%
3 Communication Services 3.99%
4 Consumer Discretionary 3.83%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.25M 6.66%
137,533
+31,655
2
$6.55M 4.72%
105,136
+8,436
3
$6.03M 4.34%
25,860
+975
4
$4.47M 3.22%
41,913
+2,996
5
$4.1M 2.95%
129,016
+7,208
6
$4M 2.88%
164,326
+1,274
7
$3.98M 2.87%
53,401
+6,490
8
$3.92M 2.82%
9,108
+832
9
$3.91M 2.81%
16,066
+553
10
$3.54M 2.55%
67,921
+5,320
11
$3.52M 2.53%
64,380
+4,446
12
$2.95M 2.12%
5,970
+183
13
$2.85M 2.06%
46,642
-322
14
$2.78M 2%
14,925
+1,424
15
$2.56M 1.84%
5,552
+90
16
$2.53M 1.82%
50,889
17
$2.28M 1.64%
39,607
+5,073
18
$2.27M 1.64%
26,366
-47
19
$2.24M 1.62%
13,532
+132
20
$2.12M 1.52%
26,997
+5,840
21
$1.95M 1.4%
3,400
-151
22
$1.82M 1.31%
36,031
+316
23
$1.81M 1.3%
34,307
+1,818
24
$1.3M 0.94%
49,711
+11,784
25
$1.22M 0.88%
10,068
+1,448
1
2 3 4 5