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
$309M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$979K
2
+$638K
3
+$615K
4
CVX icon
Chevron
CVX
+$594K
5
CVS icon
CVS Health
CVS
+$340K

Top Sells

1
+$944K
2
+$746K
3
+$615K
4
MSFT icon
Microsoft
MSFT
+$488K
5
SYK icon
Stryker
SYK
+$472K

Sector Composition

1 Technology 17.93%
2 Healthcare 16.66%
3 Industrials 16.65%
4 Consumer Staples 12.45%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.28%
96,740
+3,040
27
$3.76M 1.22%
62,640
-896
28
$3.53M 1.14%
64,571
+2,488
29
$3.45M 1.12%
134,909
-29,147
30
$3.41M 1.1%
26,142
+1,614
31
$3.39M 1.1%
49,691
-3,737
32
$3.21M 1.04%
35,992
+6,661
33
$3.1M 1%
44,695
+301
34
$2.87M 0.93%
77,905
+17,339
35
$2.79M 0.9%
15,945
+397
36
$2.78M 0.9%
50,435
+768
37
$2.62M 0.85%
32,820
-89
38
$2.56M 0.83%
18,128
+16
39
$2.47M 0.8%
108,191
+1,393
40
$2.36M 0.76%
46,695
+150
41
$2.33M 0.76%
161,700
42
$2.15M 0.69%
50,661
-2,200
43
$2.11M 0.68%
28,794
-435
44
$2.1M 0.68%
34,052
+1,016
45
$1.89M 0.61%
81,008
-26,363
46
$1.81M 0.59%
10,154
+525
47
$1.81M 0.59%
19,840
+6,740
48
$1.73M 0.56%
28,107
-15,322
49
$1.58M 0.51%
41,011
-2,585
50
$1.54M 0.5%
18,703
-315
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