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
$444M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$504K
3
+$468K
4
JPM icon
JPMorgan Chase
JPM
+$446K
5
IBM icon
IBM
IBM
+$412K

Top Sells

1
+$236K
2
+$215K
3
+$182K
4
MMM icon
3M
MMM
+$150K
5
BA icon
Boeing
BA
+$132K

Sector Composition

1 Technology 18.58%
2 Healthcare 14.63%
3 Consumer Staples 11.47%
4 Industrials 10.44%
5 Financials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.81M 1.31%
146,051
+5,190
27
$5.5M 1.24%
24,954
+1,632
28
$5.47M 1.23%
30,026
+221
29
$5.29M 1.19%
13,007
+133
30
$5.26M 1.18%
49,269
+1,352
31
$4.93M 1.11%
25,340
+1,078
32
$4.43M 1%
62,107
+1,679
33
$4.23M 0.95%
79,782
+2,281
34
$4.21M 0.95%
38,255
+1,352
35
$4.01M 0.9%
56,639
+3,521
36
$3.89M 0.88%
20,149
+1,359
37
$3.8M 0.86%
29,018
+208
38
$3.78M 0.85%
22,030
+669
39
$3.76M 0.85%
15,857
+664
40
$3.57M 0.81%
19,639
-724
41
$3.31M 0.75%
33,349
+2,027
42
$3.27M 0.74%
32,602
+851
43
$3.13M 0.71%
31,251
-184
44
$2.93M 0.66%
113,007
+9,975
45
$2.72M 0.61%
153,000
46
$2.72M 0.61%
97,182
+7,151
47
$2.62M 0.59%
27,009
+977
48
$2.57M 0.58%
25,144
-1,471
49
$2.56M 0.58%
64,380
+4,693
50
$2.37M 0.53%
76,473
-1,435
1
2
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