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
$334M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$947K
3
+$726K
4
DFS
Discover Financial Services
DFS
+$407K
5
TSLA icon
Tesla
TSLA
+$323K

Top Sells

1
+$2.91M
2
+$1.3M
3
+$353K
4
SYK icon
Stryker
SYK
+$240K
5
JNJ icon
Johnson & Johnson
JNJ
+$179K

Sector Composition

1 Industrials 19.07%
2 Technology 16.35%
3 Healthcare 16%
4 Consumer Staples 13.01%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.3%
62,348
-292
27
$4.05M 1.21%
65,028
+457
28
$3.8M 1.14%
22,971
+586
29
$3.73M 1.12%
27,843
+1,701
30
$3.67M 1.1%
48,685
+3,990
31
$3.45M 1.03%
49,068
-623
32
$3.25M 0.97%
28,017
+8,177
33
$3.07M 0.92%
15,890
-55
34
$2.99M 0.9%
50,244
-191
35
$2.88M 0.86%
159,000
-2,700
36
$2.86M 0.86%
32,289
-531
37
$2.76M 0.83%
+114,449
38
$2.73M 0.82%
76,030
-1,875
39
$2.68M 0.8%
18,148
+20
40
$2.66M 0.8%
36,959
+967
41
$2.61M 0.78%
46,895
+200
42
$2.31M 0.69%
10,835
+681
43
$2.31M 0.69%
29,904
+1,110
44
$2.26M 0.68%
104,875
-3,316
45
$2.1M 0.63%
34,112
+60
46
$1.77M 0.53%
49,249
-1,412
47
$1.68M 0.5%
18,245
-458
48
$1.56M 0.47%
27,084
-1,023
49
$1.54M 0.46%
26,601
+7,052
50
$1.52M 0.46%
39,722
-1,818
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