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
$411M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$744K
3
+$405K
4
CI icon
Cigna
CI
+$378K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$360K

Top Sells

1
+$881K
2
+$738K
3
+$729K
4
WBA
Walgreens Boots Alliance
WBA
+$518K
5
FITB icon
Fifth Third Bancorp
FITB
+$433K

Sector Composition

1 Technology 18.55%
2 Healthcare 14.99%
3 Industrials 11.69%
4 Consumer Staples 11.11%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.26M 1.28%
20,188
-28
27
$4.85M 1.18%
143,953
-1,740
28
$4.7M 1.14%
43,380
+1,689
29
$4.65M 1.13%
13,044
+52
30
$4.64M 1.13%
63,410
-733
31
$4.57M 1.11%
83,322
-706
32
$4.42M 1.07%
7,578
-106
33
$4.23M 1.03%
84,270
-1,067
34
$4.18M 1.02%
15,965
-209
35
$4.13M 1%
29,589
+2,579
36
$4.07M 0.99%
23,874
-4,327
37
$3.66M 0.89%
39,034
-430
38
$3.61M 0.88%
125,394
-30,604
39
$3.59M 0.87%
59,068
-1,771
40
$3.51M 0.85%
31,224
-2,173
41
$3.02M 0.73%
31,106
-785
42
$2.88M 0.7%
31,864
+1,153
43
$2.84M 0.69%
18,684
+2,666
44
$2.82M 0.68%
19,613
+1,252
45
$2.66M 0.65%
29,136
-473
46
$2.58M 0.63%
59,705
+2,272
47
$2.57M 0.62%
30,551
+2,956
48
$2.57M 0.62%
153,000
49
$2.41M 0.59%
36,996
-325
50
$2.36M 0.57%
29,897
-1,059
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