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
$276M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$623K
3
+$610K
4
CSCO icon
Cisco
CSCO
+$508K
5
MRK icon
Merck
MRK
+$493K

Top Sells

1
+$818K
2
+$668K
3
+$273K
4
FSFG icon
First Savings Financial Group
FSFG
+$223K
5
PG icon
Procter & Gamble
PG
+$214K

Sector Composition

1 Healthcare 15.66%
2 Industrials 15.24%
3 Technology 13.37%
4 Consumer Staples 9.71%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.48%
18,541
+1,431
52
$1.3M 0.47%
16,087
-489
53
$1.2M 0.43%
19,774
+236
54
$1.2M 0.43%
22,757
+1,272
55
$1.11M 0.4%
18,470
+128
56
$1.06M 0.38%
19,137
+1,604
57
$1.03M 0.37%
5,300
58
$1.01M 0.37%
28,117
-906
59
$938K 0.34%
13,998
+5,548
60
$812K 0.29%
21,912
+2,590
61
$797K 0.29%
11,475
62
$794K 0.29%
37,365
-93
63
$749K 0.27%
13,533
-565
64
$743K 0.27%
17,982
+2,037
65
$730K 0.26%
17,245
-650
66
$622K 0.23%
7,320
+220
67
$621K 0.23%
15,834
+1,907
68
$613K 0.22%
14,307
+2,196
69
$589K 0.21%
27,714
+1,724
70
$555K 0.2%
3,391
+364
71
$544K 0.2%
7,600
-256
72
$537K 0.19%
6,289
-12
73
$525K 0.19%
35,575
-750
74
$504K 0.18%
17,564
-487
75
$501K 0.18%
16,039
+3,450
1 2
3
4