test

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