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
$368M
AUM Growth
-$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$394K
2
+$336K
3
+$227K
4
CSCO icon
Cisco
CSCO
+$163K
5
LMT icon
Lockheed Martin
LMT
+$155K

Top Sells

1
+$416K
2
+$295K
3
+$288K
4
BA icon
Boeing
BA
+$177K
5
LNT icon
Alliant Energy
LNT
+$142K

Sector Composition

1 Healthcare 19.02%
2 Technology 16.01%
3 Consumer Staples 12.8%
4 Industrials 11.81%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 1.37%
29,025
+435
27
$4.62M 1.26%
26,429
-461
28
$4.59M 1.25%
54,789
+1,094
29
$4.52M 1.23%
58,296
+434
30
$4.21M 1.15%
91,590
+1,037
31
$4.19M 1.14%
134,478
+1,926
32
$3.98M 1.08%
20,023
-188
33
$3.81M 1.04%
41,070
+384
34
$3.76M 1.02%
40,701
+350
35
$3.69M 1%
39,058
-1,137
36
$3.66M 1%
153,000
37
$3.6M 0.98%
33,608
+192
38
$3.44M 0.94%
31,841
-463
39
$3.3M 0.9%
34,917
+701
40
$3.03M 0.82%
11,098
+298
41
$2.94M 0.8%
16,104
-80
42
$2.84M 0.77%
37,670
+1,317
43
$2.65M 0.72%
27,618
-40
44
$2.59M 0.7%
18,915
-1,294
45
$2.54M 0.69%
7,832
-100
46
$2.5M 0.68%
31,137
-36
47
$2.47M 0.67%
18,306
-306
48
$2.47M 0.67%
48,655
+64
49
$2.47M 0.67%
44,179
-275
50
$1.87M 0.51%
35,539
+565
1
2
3 4 5