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
$334M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$947K
3
+$726K
4
DFS
Discover Financial Services
DFS
+$407K
5
TSLA icon
Tesla
TSLA
+$323K

Top Sells

1
+$2.91M
2
+$1.3M
3
+$353K
4
SYK icon
Stryker
SYK
+$240K
5
JNJ icon
Johnson & Johnson
JNJ
+$179K

Sector Composition

1 Industrials 19.07%
2 Technology 16.35%
3 Healthcare 16%
4 Consumer Staples 13.01%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.41%
23,648
-665
52
$1.35M 0.4%
34,963
+2,204
53
$1.35M 0.4%
39,231
-1,780
54
$1.32M 0.39%
11,275
-50
55
$1.26M 0.38%
72,112
-8,896
56
$1.18M 0.35%
7,500
+680
57
$1.17M 0.35%
15,560
+732
58
$1.11M 0.33%
7,482
+1,975
59
$1.07M 0.32%
20,322
-26
60
$1.03M 0.31%
25,726
-210
61
$1.01M 0.3%
17,351
+1,255
62
$945K 0.28%
36,486
-900
63
$880K 0.26%
14,194
-58
64
$832K 0.25%
16,111
65
$782K 0.23%
28,817
+3,000
66
$754K 0.23%
13,144
-450
67
$729K 0.22%
19,096
-25
68
$696K 0.21%
20,569
-140
69
$680K 0.2%
2,450
-400
70
$617K 0.18%
1,822
71
$548K 0.16%
2,092
-140
72
$535K 0.16%
8,876
-1,500
73
$534K 0.16%
13,837
-26
74
$512K 0.15%
6,650
75
$457K 0.14%
5,863
+5
1 2
3
4 5