LA

Lynch & Associates Portfolio holdings

AUM $529M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$947K
3
+$779K
4
LLY icon
Eli Lilly
LLY
+$757K
5
WM icon
Waste Management
WM
+$705K

Top Sells

1
+$3.62M
2
+$653K
3
+$470K
4
ADBE icon
Adobe
ADBE
+$439K
5
JPM icon
JPMorgan Chase
JPM
+$334K

Sector Composition

1 Technology 19.19%
2 Healthcare 12.92%
3 Consumer Staples 11.29%
4 Industrials 10.37%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.42M 1.29%
13,221
+190
27
$6.06M 1.22%
55,404
+257
28
$5.63M 1.13%
31,945
-127
29
$5.6M 1.13%
25,241
-16
30
$5.55M 1.12%
26,709
-375
31
$5.43M 1.09%
53,809
-784
32
$4.94M 1%
22,516
+1,103
33
$4.94M 0.99%
33,819
+147
34
$4.84M 0.97%
24,518
+960
35
$4.69M 0.95%
+22,067
36
$4.54M 0.91%
59,909
-260
37
$4.54M 0.91%
36,731
-604
38
$4.16M 0.84%
19,849
+667
39
$4.14M 0.83%
59,596
-200
40
$4.12M 0.83%
155,613
+5,129
41
$4.02M 0.81%
26,381
+344
42
$3.99M 0.8%
32,199
43
$3.99M 0.8%
16,122
-11
44
$3.83M 0.77%
152,998
-2
45
$3.75M 0.75%
31,737
+795
46
$3.16M 0.64%
69,845
+899
47
$2.93M 0.59%
16,104
-350
48
$2.86M 0.58%
8,057
+220
49
$2.75M 0.55%
39,770
+1,538
50
$2.58M 0.52%
34,820
+1,203
1
2
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