LIPL
Lynch Investment Planning, LLC Portfolio holdings
AUM
$104M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$104M
AUM Growth
–
Holding
54
Top Buys
| 1 | +$14.3M | |
| 2 | +$10.8M | |
| 3 | +$8.73M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$7.47M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$5.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Financials | 2.25% |
| 3 | Communication Services | 2.14% |
| 4 | Industrials | 2.05% |
| 5 | Consumer Discretionary | 1.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kinder Morgan
KMI
$72.9B
| $222K | 0.21% |
+8,067
|
|
||
52
Costco
COST
$442B
| $219K | 0.21% |
+254
|
|
||
53
Exxon Mobil
XOM
$623B
| $210K | 0.2% |
+1,747
|
|
||
54
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.2B
| $201K | 0.19% |
+2,496
|
|