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
$383M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$210K
3
+$176K
4
BA icon
Boeing
BA
+$158K
5
IBM icon
IBM
IBM
+$156K

Top Sells

1
+$717K
2
+$401K
3
+$269K
4
MSFT icon
Microsoft
MSFT
+$266K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$252K

Sector Composition

1 Healthcare 18.89%
2 Technology 14.47%
3 Industrials 12.81%
4 Consumer Staples 12.72%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 1.28%
97,022
-4,118
27
$4.83M 1.26%
56,929
+59
28
$4.8M 1.25%
57,418
+274
29
$4.8M 1.25%
19,624
-299
30
$4.76M 1.24%
143,581
+2,225
31
$4.26M 1.11%
45,710
-575
32
$3.92M 1.02%
41,375
-7
33
$3.84M 1%
20,138
+830
34
$3.79M 0.99%
86,876
-2,948
35
$3.68M 0.96%
139,308
-27,142
36
$3.63M 0.95%
11,747
+201
37
$3.63M 0.95%
37,061
+666
38
$3.57M 0.93%
16,196
+127
39
$3.45M 0.9%
43,386
-1,228
40
$3.44M 0.9%
33,429
-361
41
$3.37M 0.88%
20,421
+2,782
42
$3.36M 0.88%
33,502
-36
43
$3.21M 0.84%
36,941
-2,645
44
$3.18M 0.83%
37,910
+453
45
$3.06M 0.8%
153,000
46
$2.86M 0.75%
7,827
47
$2.81M 0.74%
27,890
+310
48
$2.5M 0.65%
31,686
+91
49
$2.47M 0.65%
18,224
-206
50
$2.14M 0.56%
34,474
+370
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