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
$267M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$344K
3
+$313K
4
CSCO icon
Cisco
CSCO
+$227K
5
EMR icon
Emerson Electric
EMR
+$223K

Top Sells

1
+$839K
2
+$723K
3
+$411K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$298K
5
BTI icon
British American Tobacco
BTI
+$284K

Sector Composition

1 Healthcare 16.61%
2 Industrials 15.16%
3 Technology 12.35%
4 Consumer Staples 11.34%
5 Energy 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.47%
18,710
+152
52
$1.18M 0.44%
20,655
+418
53
$1.14M 0.43%
15,875
+1,450
54
$1.07M 0.4%
19,366
+686
55
$1M 0.38%
5,300
56
$965K 0.36%
15,748
-120
57
$795K 0.3%
15,900
-406
58
$787K 0.3%
18,470
-200
59
$734K 0.28%
11,475
60
$687K 0.26%
37,458
61
$667K 0.25%
17,247
+502
62
$576K 0.22%
14,408
+1,120
63
$575K 0.22%
7,600
64
$559K 0.21%
8,300
-6,100
65
$548K 0.21%
18,051
+192
66
$539K 0.2%
26,740
+1,000
67
$525K 0.2%
36,041
+41
68
$524K 0.2%
6,201
-100
69
$518K 0.19%
12,697
+56
70
$512K 0.19%
2,581
-1,500
71
$478K 0.18%
3,135
72
$461K 0.17%
22,998
+1,668
73
$459K 0.17%
26,534
+550
74
$420K 0.16%
15,052
-398
75
$412K 0.15%
10,522
+43
1 2
3
4