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
$167M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$830K
3
+$548K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$519K
5
EIX icon
Edison International
EIX
+$499K

Top Sells

1
+$482K
2
+$420K
3
+$403K
4
FANG icon
Diamondback Energy
FANG
+$394K
5
SHEL icon
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
1
$8.98M 5.37%
122,586
+2,236
2
$6.62M 3.96%
101,383
-516
3
$6.49M 3.88%
25,477
-454
4
$5.9M 3.53%
74,062
+1,447
5
$5.79M 3.47%
16,298
+639
6
$5.54M 3.32%
53,787
+5,300
7
$5.31M 3.18%
69,428
+3,351
8
$5.25M 3.14%
144,468
+3,605
9
$4.86M 2.91%
9,376
+83
10
$4.2M 2.51%
146,107
-4,098
11
$3.73M 2.23%
51,267
12
$3.56M 2.13%
62,265
+279
13
$3.53M 2.11%
14,536
+121
14
$3.44M 2.06%
5,157
+1,416
15
$3.27M 1.96%
14,894
+113
16
$3.15M 1.89%
5,542
-168
17
$2.82M 1.69%
5,610
+98
18
$2.81M 1.68%
35,939
+6,698
19
$2.38M 1.43%
48,178
+3,611
20
$2.37M 1.42%
30,245
+10,688
21
$2.04M 1.22%
10,960
-748
22
$2.02M 1.21%
33,712
+2
23
$1.94M 1.16%
26,435
+239
24
$1.56M 0.93%
11,058
+1,473
25
$1.53M 0.91%
23,770
-6,635
1
2 3 4 5