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
SPHQInvesco S&p 500 Quality Etf Recent Activity Increased 29.9%	6.67%	$9.252M 137,533 shares@ $67.27 avg price	Increased 29.9%
IJHIshares Core S&p Mid-cap Etf Recent Activity Increased 8.73%	4.72%	$6.552M 105,136 shares@ $62.32 avg price	Increased 8.73%
AAPLApple Inc Com Recent Activity Increased 3.92%	4.34%	$6.025M 25,860 shares@ $233.01 avg price	Increased 3.92%
NOBLProshares S&p 500 Dividend Aristocrats Etf Recent Activity Increased 7.7%	3.23%	$4.475M 41,913 shares@ $106.77 avg price	Increased 7.7%
DFAIDimensional International Core Equity Market Etf Recent Activity Increased 5.92%	2.96%	$4.1M 129,016 shares@ $31.79 avg price	Increased 5.92%
FGDFirst Trust Dow Jones Global Select Dividend Index Fund Recent Activity Increased 0.79%	2.89%	$4.001M 164,326 shares@ $24.36 avg price	Increased 0.79%
IGROIshares Intl Dividend Growth Etf Recent Activity Increased 13.84%	2.87%	$3.983M 53,401 shares@ $74.59 avg price	Increased 13.84%
MSFTMicrosoft Corp Com Recent Activity Increased 10.06%	2.83%	$3.919M 9,108 shares@ $430.3 avg price	Increased 10.06%
GLDSpdr Gold Shares Etf Recent Activity Increased 3.57%	2.82%	$3.905M 16,066 shares@ $243.07 avg price	Increased 3.57%
GLDMSpdr Gold Minishares Trust Recent Activity Increased 8.5%	2.55%	$3.541M 67,921 shares@ $52.14 avg price	Increased 8.5%