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Kara Lilian

@Lynx Investment Advisory

Latest period2024 - Q3ReportedManaged Assets$138.873MTotal holdings142
Assets growth rate2.88%Assets growth rate (2-Q avg)1.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynx Investment Advisory's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 142 positions.

Assets under management

The assets under management (AUM) of Lynx Investment Advisory over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 138.873M in assets, with a quarterly growth rate of 2.88% and a 2-quarter average growth rate of 1.44%. The portfolio is managed by Kara Lilian, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CGWInvesco S&p Global Water Index Etf
Recent Activity
Decreased -0.68%
2.06%
$2.854M
46,642 shares@ $61.2 avg price
WOODIshares Global Timber & Forestry Etf
Recent Activity
Decreased -0.17%
1.64%
$2.272M
26,366 shares@ $86.18 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -4.25%
1.41%
$1.951M
3,400 shares@ $573.72 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -7.25%
0.58%
$794,100
2,888 shares@ $274.97 avg price
PFEPfizer Inc Com
Recent Activity
Decreased -0.58%
0.57%
$789,911
27,295 shares@ $28.94 avg price
UBERUber Technologies Inc Com
Recent Activity
Decreased -0.27%
0.56%
$776,779
10,335 shares@ $75.17 avg price
ICLNIshares Global Clean Energy Etf
Recent Activity
Decreased -0.11%
0.55%
$758,710
51,648 shares@ $14.7 avg price
GILDGilead Sciences Inc Com
Recent Activity
Decreased -0.19%
0.5%
$687,908
8,205 shares@ $83.85 avg price
USBUs Bancorp Del Com New
Recent Activity
Decreased -0.8%
0.34%
$469,218
10,261 shares@ $45.73 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Decreased -2.16%
0.23%
$307,526
2,256 shares@ $136.32 avg price