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
$386M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$415K
3
+$373K
4
MCD icon
McDonald's
MCD
+$288K
5
META icon
Meta Platforms (Facebook)
META
+$240K

Top Sells

1
+$653K
2
+$563K
3
+$320K
4
BP icon
BP
BP
+$167K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 17.57%
2 Healthcare 16.15%
3 Industrials 12.37%
4 Consumer Staples 11.52%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.4%
127,003
+456
27
$5.37M 1.39%
20,374
+166
28
$5.22M 1.35%
87,899
+1,369
29
$5.17M 1.34%
52,527
+616
30
$5.04M 1.31%
64,269
-358
31
$4.76M 1.23%
32,456
+297
32
$4.64M 1.2%
59,152
-1,773
33
$4.64M 1.2%
45,771
+407
34
$4.5M 1.17%
20,480
-2,560
35
$4.41M 1.14%
30,327
+2,855
36
$4.36M 1.13%
156,000
-3,000
37
$4.28M 1.11%
39,194
+778
38
$4.04M 1.05%
32,925
+1,130
39
$3.22M 0.83%
15,587
-320
40
$3.14M 0.81%
32,168
+235
41
$3.07M 0.79%
36,127
+2,031
42
$3.03M 0.78%
11,097
+65
43
$2.88M 0.75%
43,680
-445
44
$2.69M 0.7%
49,710
-1,110
45
$2.39M 0.62%
7,040
+707
46
$2.36M 0.61%
27,454
-341
47
$2.3M 0.6%
30,453
-590
48
$2.29M 0.59%
17,309
+9
49
$2.1M 0.54%
44,583
-1,490
50
$2.08M 0.54%
39,293
+889
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