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
$368M
AUM Growth
-$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$394K
2
+$336K
3
+$227K
4
CSCO icon
Cisco
CSCO
+$163K
5
LMT icon
Lockheed Martin
LMT
+$155K

Top Sells

1
+$416K
2
+$295K
3
+$288K
4
BA icon
Boeing
BA
+$177K
5
LNT icon
Alliant Energy
LNT
+$142K

Sector Composition

1 Healthcare 19.02%
2 Technology 16.01%
3 Consumer Staples 12.8%
4 Industrials 11.81%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.47%
30,423
+279
52
$1.68M 0.46%
16,965
+146
53
$1.57M 0.43%
37,527
+1,515
54
$1.56M 0.42%
16,146
+202
55
$1.47M 0.4%
38,827
-293
56
$1.41M 0.38%
23,184
+30
57
$1.35M 0.37%
8,382
-235
58
$1.35M 0.37%
32,329
+1,089
59
$1.31M 0.36%
28,974
-17
60
$1.29M 0.35%
10,135
-15
61
$1.27M 0.35%
68,750
-500
62
$1.09M 0.3%
24,406
+210
63
$1.08M 0.29%
10,154
-26
64
$1.06M 0.29%
36,489
65
$1.01M 0.28%
52,266
+1,435
66
$833K 0.23%
19,259
+174
67
$752K 0.2%
1,819
+129
68
$705K 0.19%
11,966
+4
69
$693K 0.19%
8,996
70
$672K 0.18%
5,649
71
$647K 0.18%
18,168
+366
72
$624K 0.17%
10,655
-2,425
73
$590K 0.16%
2,628
+171
74
$589K 0.16%
50,068
75
$574K 0.16%
6,575
1 2
3
4 5