Kara Lilian

@Lynx Investment Advisory

Latest period2024 - Q3

Reported2mo 15d ago

Managed Assets$138.873M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MEGIMainstay Cbre Gbl Infra Meg Tr Com Recent Activity Exited	0%	$290,684 22,692 shares@ $12.81 avg price	Exited
DVNDevon Energy Corp New Com Recent Activity Exited	0%	$233,021 4,916 shares@ $47.41 avg price	Exited
BENFranklin Resources Inc Com Recent Activity Exited	0%	$197,970 8,858 shares@ $22.35 avg price	Exited
SCHGSchwab U.s. Large-cap Growth Etf Recent Activity Exited	0%	$188,067 1,865 shares@ $100.85 avg price	Exited
AMATApplied Matls Inc Com Recent Activity Exited	0%	$179,018 759 shares@ $235.87 avg price	Exited
FLRFluor Corp New Com Recent Activity Exited	0%	$174,200 4,000 shares@ $43.55 avg price	Exited
MOATVaneck Morningstar Wide Moat Etf Recent Activity Exited	0%	$172,290 1,989 shares@ $86.63 avg price	Exited
TOLZProshares Dj Brookfield Global Infrastructure Etf Recent Activity Exited	0%	$166,936 3,714 shares@ $44.95 avg price	Exited
DALDelta Air Lines Inc Del Com New Recent Activity Exited	0%	$164,826 3,474 shares@ $47.45 avg price	Exited
GOLDBarrick Gold Corp Com Recent Activity Exited	0%	$159,766 9,578 shares@ $16.69 avg price	Exited