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
$390M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$828K
3
+$707K
4
AAPL icon
Apple
AAPL
+$695K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$482K

Top Sells

1
+$1.17M
2
+$1.04M
3
+$503K
4
MRK icon
Merck
MRK
+$469K
5
T icon
AT&T
T
+$216K

Sector Composition

1 Technology 17.37%
2 Healthcare 15.94%
3 Industrials 13.45%
4 Consumer Staples 11.52%
5 Financials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.53%
34,154
+885
52
$2.03M 0.52%
17,226
-644
53
$1.97M 0.51%
26,904
+1,363
54
$1.94M 0.5%
8,457
55
$1.92M 0.49%
88,202
-9,957
56
$1.91M 0.49%
11,120
+780
57
$1.73M 0.44%
84,000
58
$1.64M 0.42%
16,589
+611
59
$1.54M 0.39%
10,425
-25
60
$1.52M 0.39%
33,555
-430
61
$1.47M 0.38%
27,136
+1,105
62
$1.44M 0.37%
22,613
-106
63
$1.41M 0.36%
29,482
-1,761
64
$1.17M 0.3%
36,486
65
$1.17M 0.3%
22,295
+1,032
66
$1.11M 0.29%
13,697
-21
67
$941K 0.24%
17,271
+1,437
68
$875K 0.22%
15,686
69
$830K 0.21%
1,690
-57
70
$813K 0.21%
10,255
-1,864
71
$785K 0.2%
18,432
-13
72
$705K 0.18%
3,114
+24
73
$681K 0.17%
46,162
+1,026
74
$678K 0.17%
6,625
-25
75
$661K 0.17%
9,848
-427
1 2
3
4 5