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
$181M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$216K
3
+$201K
4
IBM icon
IBM
IBM
+$136K
5
LOW icon
Lowe's Companies
LOW
+$128K

Top Sells

1
+$1.15M
2
+$1.12M
3
+$250K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$205K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Industrials 19.55%
2 Healthcare 16.45%
3 Consumer Staples 11.64%
4 Financials 8.65%
5 Technology 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.62%
59,055
-1,446
52
$1.05M 0.58%
17,738
+15
53
$1.04M 0.58%
12,625
+600
54
$996K 0.55%
86,797
55
$932K 0.52%
+13,203
56
$878K 0.49%
20,169
-1,273
57
$816K 0.45%
7,473
-125
58
$779K 0.43%
66,941
-1,761
59
$733K 0.41%
10,622
-415
60
$706K 0.39%
12,411
61
$676K 0.37%
10,115
+100
62
$652K 0.36%
7,786
-63
63
$635K 0.35%
5,500
64
$634K 0.35%
12,145
65
$634K 0.35%
21,690
66
$570K 0.32%
14,323
-140
67
$539K 0.3%
13,509
+209
68
$509K 0.28%
3,901
+150
69
$506K 0.28%
11,310
70
$485K 0.27%
45,750
+1,000
71
$475K 0.26%
12,025
72
$464K 0.26%
35,650
+1,000
73
$463K 0.26%
17,642
+175
74
$431K 0.24%
21,677
+574
75
$412K 0.23%
16,139
+634
1 2
3
4 5