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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
SPMDSpdr Portfolio S&p 400 Mid Cap Etf
Recent Activity
Increased 7.42%
2.54%
$3.52M
64,380 shares@ $54.69 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 3.17%
2.13%
$2.948M
5,970 shares@ $493.82 avg price
CGWInvesco S&p Global Water Index Etf
Recent Activity
Decreased -0.68%
2.06%
$2.854M
46,642 shares@ $61.2 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 10.55%
2.01%
$2.781M
14,925 shares@ $186.33 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 1.65%
1.85%
$2.555M
5,552 shares@ $460.27 avg price
IAUIshares Gold Trust
Recent Activity
1.83%
$2.529M
50,889 shares@ $49.7 avg price
GNRSpdr S&p Global Natural Resources Etf
Recent Activity
Increased 14.69%
1.65%
$2.284M
39,607 shares@ $57.68 avg price
WOODIshares Global Timber & Forestry Etf
Recent Activity
Decreased -0.17%
1.64%
$2.272M
26,366 shares@ $86.18 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 0.99%
1.62%
$2.244M
13,532 shares@ $165.85 avg price
BIVVanguard Intermediate-term Bond Etf
Recent Activity
Increased 27.61%
1.53%
$2.116M
26,997 shares@ $78.38 avg price