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
$302M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$432K
2
+$428K
3
+$421K
4
IBM icon
IBM
IBM
+$352K
5
INTC icon
Intel
INTC
+$321K

Top Sells

1
+$2.13M
2
+$118K
3
+$87.9K
4
ABBV icon
AbbVie
ABBV
+$74.9K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$43.4K

Sector Composition

1 Healthcare 17.97%
2 Industrials 14.85%
3 Technology 14.72%
4 Consumer Staples 11.74%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.42%
24,648
+453
52
$1.17M 0.39%
20,153
+2,700
53
$1.12M 0.37%
18,837
-348
54
$1.11M 0.37%
17,010
-200
55
$932K 0.31%
37,365
56
$844K 0.28%
11,400
-425
57
$834K 0.28%
21,832
+203
58
$818K 0.27%
27,817
-300
59
$799K 0.27%
16,049
-2,366
60
$784K 0.26%
6,039
61
$781K 0.26%
17,550
-340
62
$763K 0.25%
16,195
-350
63
$725K 0.24%
14,015
+8,355
64
$709K 0.24%
7,960
+300
65
$644K 0.21%
13,503
66
$638K 0.21%
3,325
+25
67
$626K 0.21%
16,684
-45
68
$625K 0.21%
14,246
-231
69
$575K 0.19%
16,996
-527
70
$544K 0.18%
2,706
+179
71
$541K 0.18%
29,940
+423
72
$523K 0.17%
6,975
-100
73
$449K 0.15%
35,375
-200
74
$421K 0.14%
5,025
75
$408K 0.14%
15,850
-125
1 2
3
4