LA

Lynch & Associates Portfolio holdings

AUM $529M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.95M
3
+$6.92M
4
IBM icon
IBM
IBM
+$5.44M
5
GE icon
GE Aerospace
GE
+$4.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.05%
2 Healthcare 15.26%
3 Consumer Staples 11.7%
4 Energy 9.02%
5 Technology 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.18%
+48,947
27
$1.68M 1.16%
+27,718
28
$1.62M 1.12%
+25,050
29
$1.62M 1.12%
+18,689
30
$1.61M 1.11%
+23,896
31
$1.44M 0.99%
+31,346
32
$1.42M 0.98%
+24,769
33
$1.41M 0.97%
+34,407
34
$1.4M 0.97%
+31,672
35
$1.39M 0.96%
+15,149
36
$1.3M 0.9%
+13,369
37
$1.26M 0.87%
+28,154
38
$1.24M 0.86%
+68,945
39
$1.1M 0.76%
+63,857
40
$1.07M 0.74%
+21,858
41
$1.02M 0.7%
+10,952
42
$1M 0.69%
+22,075
43
$998K 0.69%
+31,231
44
$987K 0.68%
+28,879
45
$900K 0.62%
+9,095
46
$893K 0.62%
+13,994
47
$877K 0.61%
+77,895
48
$872K 0.6%
+32,128
49
$858K 0.59%
+24,519
50
$797K 0.55%
+7,785
1
2
3 4