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
$386M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$415K
3
+$373K
4
MCD icon
McDonald's
MCD
+$288K
5
META icon
Meta Platforms (Facebook)
META
+$240K

Top Sells

1
+$653K
2
+$563K
3
+$320K
4
BP icon
BP
BP
+$167K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 17.57%
2 Healthcare 16.15%
3 Industrials 12.37%
4 Consumer Staples 11.52%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.52%
33,715
-439
52
$1.98M 0.51%
27,819
+915
53
$1.95M 0.51%
8,457
54
$1.93M 0.5%
16,254
-972
55
$1.81M 0.47%
11,000
-120
56
$1.72M 0.45%
84,357
-3,845
57
$1.71M 0.44%
84,000
58
$1.6M 0.41%
33,355
-200
59
$1.6M 0.41%
16,842
+253
60
$1.52M 0.39%
10,175
-250
61
$1.39M 0.36%
26,829
-307
62
$1.39M 0.36%
21,766
-847
63
$1.35M 0.35%
29,602
+120
64
$1.2M 0.31%
22,368
+73
65
$1.08M 0.28%
36,488
+2
66
$1.02M 0.26%
12,665
-1,032
67
$915K 0.24%
17,128
-143
68
$828K 0.21%
14,786
-900
69
$813K 0.21%
1,690
70
$805K 0.21%
3,114
71
$786K 0.2%
10,048
-207
72
$772K 0.2%
18,450
+18
73
$682K 0.18%
47,316
+1,154
74
$648K 0.17%
10,088
+240
75
$646K 0.17%
6,600
-25
1 2
3
4 5