LA

Lynch & Associates Portfolio holdings

AUM $518M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$216K
3
+$201K
4
IBM icon
IBM
IBM
+$136K
5
LOW icon
Lowe's Companies
LOW
+$128K

Top Sells

1
+$1.15M
2
+$1.12M
3
+$250K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$205K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Industrials 19.55%
2 Healthcare 16.45%
3 Consumer Staples 11.64%
4 Financials 8.65%
5 Technology 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.24%
10,786
+160
27
$2.2M 1.22%
25,671
+274
28
$2.11M 1.17%
21,373
+1,001
29
$2.05M 1.14%
51,053
-94
30
$2.05M 1.14%
28,521
-148
31
$2.01M 1.11%
35,834
+795
32
$1.99M 1.1%
41,405
+1,193
33
$1.97M 1.09%
44,696
+618
34
$1.92M 1.06%
169,200
+600
35
$1.81M 1%
15,305
36
$1.78M 0.99%
33,182
+1,027
37
$1.75M 0.97%
45,002
+1,052
38
$1.72M 0.95%
27,062
-200
39
$1.5M 0.83%
60,855
+2,749
40
$1.48M 0.82%
60,676
+1,404
41
$1.48M 0.82%
35,201
-273
42
$1.44M 0.8%
40,250
+2,900
43
$1.41M 0.78%
25,928
+1,626
44
$1.36M 0.76%
12,514
+100
45
$1.31M 0.72%
145,917
+525
46
$1.28M 0.71%
16,195
+452
47
$1.28M 0.71%
16,255
+476
48
$1.22M 0.68%
22,980
+102
49
$1.21M 0.67%
9,265
+375
50
$1.16M 0.64%
21,477
-312
1
2
3 4 5