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
$195M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$712K
3
+$520K
4
HPE icon
Hewlett Packard
HPE
+$405K
5
GE icon
GE Aerospace
GE
+$393K

Top Sells

1
+$603K
2
+$587K
3
+$575K
4
HPQ icon
HP
HPQ
+$504K
5
CVX icon
Chevron
CVX
+$364K

Sector Composition

1 Industrials 19.51%
2 Healthcare 16.33%
3 Consumer Staples 11.76%
4 Technology 8.93%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.63%
13,325
+700
52
$1.17M 0.6%
17,049
-689
53
$964K 0.49%
76,072
-10,725
54
$955K 0.49%
13,129
-74
55
$873K 0.45%
18,897
-1,272
56
$727K 0.37%
5,500
57
$712K 0.37%
12,211
-200
58
$679K 0.35%
6,033
-1,440
59
$662K 0.34%
21,190
-500
60
$658K 0.34%
7,811
+25
61
$649K 0.33%
9,300
-1,322
62
$644K 0.33%
10,015
-100
63
$618K 0.32%
12,050
-95
64
$587K 0.3%
14,641
+318
65
$584K 0.3%
29,056
-29,999
66
$564K 0.29%
12,055
+745
67
$539K 0.28%
48,750
+3,000
68
$520K 0.27%
+14,573
69
$518K 0.27%
3,922
+21
70
$515K 0.26%
12,025
71
$475K 0.24%
17,464
+1,325
72
$474K 0.24%
17,785
+143
73
$443K 0.23%
11,236
-2,273
74
$441K 0.23%
21,103
-574
75
$431K 0.22%
32,650
-3,000
1 2
3
4 5