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
$238M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$408K
3
+$406K
4
BP icon
BP
BP
+$364K
5
IBM icon
IBM
IBM
+$345K

Top Sells

1
+$410K
2
+$370K
3
+$368K
4
WEC icon
WEC Energy
WEC
+$305K
5
AA icon
Alcoa
AA
+$295K

Sector Composition

1 Industrials 20.39%
2 Healthcare 14.92%
3 Consumer Staples 11.32%
4 Technology 9.93%
5 Energy 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.42%
27,710
+743
27
$3.28M 1.38%
27,375
+125
28
$3.09M 1.3%
42,133
+482
29
$2.98M 1.26%
19,156
+1,841
30
$2.97M 1.25%
53,594
+626
31
$2.95M 1.24%
92,025
+11,370
32
$2.73M 1.15%
39,518
+635
33
$2.66M 1.12%
169,605
34
$2.54M 1.07%
35,757
-200
35
$2.51M 1.06%
33,098
+1,336
36
$2.47M 1.04%
76,995
-358
37
$2.47M 1.04%
16,553
+808
38
$2.33M 0.98%
33,866
-348
39
$2.19M 0.92%
28,183
-1,776
40
$1.93M 0.81%
28,538
-65
41
$1.92M 0.81%
50,002
-2,279
42
$1.87M 0.79%
155,874
-2,250
43
$1.86M 0.78%
28,367
-24
44
$1.83M 0.77%
60,589
+26,700
45
$1.81M 0.76%
48,100
+100
46
$1.77M 0.75%
59,296
-3,148
47
$1.75M 0.74%
14,325
+275
48
$1.64M 0.69%
22,637
-861
49
$1.57M 0.66%
26,494
+1,107
50
$1.54M 0.65%
30,745
+820
1
2
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