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
$262M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.03M
3
+$968K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$575K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$486K

Top Sells

1
+$1.63M
2
+$481K
3
+$416K
4
SYK icon
Stryker
SYK
+$334K
5
ABBV icon
AbbVie
ABBV
+$333K

Sector Composition

1 Healthcare 16.06%
2 Industrials 14.63%
3 Technology 13.67%
4 Consumer Staples 10.61%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.57%
81,372
+1,275
27
$4.09M 1.56%
40,716
+466
28
$4.06M 1.55%
25,225
-2,075
29
$3.97M 1.52%
171,210
+1,605
30
$3.59M 1.37%
46,673
+3,463
31
$3.52M 1.35%
58,745
+1,076
32
$3.34M 1.28%
42,201
+533
33
$3.19M 1.22%
36,392
-325
34
$3.17M 1.21%
52,879
-1,000
35
$3.16M 1.21%
17,209
+83
36
$2.83M 1.08%
43,152
-1,050
37
$2.42M 0.93%
59,360
+204
38
$2.42M 0.93%
22,022
+50
39
$2.33M 0.89%
32,495
+400
40
$2.32M 0.89%
14,810
-40
41
$2.22M 0.85%
28,635
-722
42
$2.02M 0.77%
74,941
+4,490
43
$1.88M 0.72%
37,168
+146
44
$1.83M 0.7%
38,287
+2,521
45
$1.82M 0.69%
29,156
+886
46
$1.79M 0.68%
43,800
+1,450
47
$1.65M 0.63%
16,576
-762
48
$1.64M 0.63%
25,325
-7,451
49
$1.38M 0.53%
12,569
-196
50
$1.29M 0.49%
17,110
+1,235
1
2
3 4