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
$302M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$432K
2
+$428K
3
+$421K
4
IBM icon
IBM
IBM
+$352K
5
INTC icon
Intel
INTC
+$321K

Top Sells

1
+$2.13M
2
+$118K
3
+$87.9K
4
ABBV icon
AbbVie
ABBV
+$74.9K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$43.4K

Sector Composition

1 Healthcare 17.97%
2 Industrials 14.85%
3 Technology 14.72%
4 Consumer Staples 11.74%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 1.62%
16,232
+245
27
$4.66M 1.55%
96,745
-145
28
$4.42M 1.46%
39,775
+372
29
$4.09M 1.36%
64,596
+729
30
$4.05M 1.34%
60,681
+1,446
31
$3.96M 1.31%
51,291
+1,608
32
$3.85M 1.28%
35,160
+73
33
$3.46M 1.15%
42,654
+531
34
$3.1M 1.03%
64,040
+1,544
35
$2.93M 0.97%
162,711
36
$2.93M 0.97%
16,847
+352
37
$2.83M 0.94%
31,460
-103
38
$2.8M 0.93%
27,673
+1,335
39
$2.73M 0.91%
46,215
+3,317
40
$2.57M 0.85%
48,215
+1,365
41
$2.34M 0.78%
36,375
+3,540
42
$2.23M 0.74%
15,573
+688
43
$2.19M 0.73%
17,667
+2,486
44
$2.13M 0.71%
33,960
+452
45
$2.11M 0.7%
36,790
+1,432
46
$1.98M 0.66%
28,930
+160
47
$1.96M 0.65%
82,677
+168
48
$1.75M 0.58%
39,915
+5,731
49
$1.36M 0.45%
15,429
-8
50
$1.28M 0.42%
23,018
+951
1
2
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