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
$327M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$375K
3
+$281K
4
GIS icon
General Mills
GIS
+$272K
5
IBM icon
IBM
IBM
+$200K

Top Sells

1
+$361K
2
+$160K
3
+$129K
4
AAPL icon
Apple
AAPL
+$126K
5
BP icon
BP
BP
+$121K

Sector Composition

1 Industrials 18.27%
2 Healthcare 15.66%
3 Technology 14.12%
4 Consumer Staples 12.5%
5 Financials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.39%
20,078
+422
52
$1.25M 0.38%
25,399
+429
53
$1.24M 0.38%
21,531
+520
54
$1.22M 0.37%
23,454
+435
55
$1.12M 0.34%
14,798
+551
56
$938K 0.29%
23,533
-178
57
$926K 0.28%
14,610
-1,200
58
$918K 0.28%
11,400
59
$892K 0.27%
27,817
60
$872K 0.27%
16,176
-19
61
$861K 0.26%
37,272
-93
62
$843K 0.26%
19,428
+455
63
$771K 0.24%
3,325
64
$751K 0.23%
18,479
+267
65
$736K 0.23%
16,080
+730
66
$674K 0.21%
10,692
+1,272
67
$674K 0.21%
7,760
-220
68
$666K 0.2%
18,205
-23
69
$643K 0.2%
14,427
-1,098
70
$633K 0.19%
5,664
-375
71
$608K 0.19%
11,991
-245
72
$564K 0.17%
56,011
+37,201
73
$541K 0.17%
6,975
74
$531K 0.16%
33,753
+511
75
$509K 0.16%
35,700
1 2
3
4