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
$383M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$210K
3
+$176K
4
BA icon
Boeing
BA
+$158K
5
IBM icon
IBM
IBM
+$156K

Top Sells

1
+$717K
2
+$401K
3
+$269K
4
MSFT icon
Microsoft
MSFT
+$266K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$252K

Sector Composition

1 Healthcare 18.89%
2 Technology 14.47%
3 Industrials 12.81%
4 Consumer Staples 12.72%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.46%
17,413
+221
52
$1.64M 0.43%
17,326
+1,108
53
$1.63M 0.43%
28,151
-991
54
$1.54M 0.4%
30,384
-675
55
$1.53M 0.4%
17,294
+2,000
56
$1.5M 0.39%
32,836
+920
57
$1.5M 0.39%
23,379
-1,076
58
$1.35M 0.35%
34,260
-5,638
59
$1.32M 0.34%
27,508
+2,944
60
$1.28M 0.33%
10,257
+122
61
$1.24M 0.32%
51,830
-341
62
$1.13M 0.3%
36,490
+1
63
$1.1M 0.29%
63,500
-4,000
64
$1.08M 0.28%
31,153
-5,077
65
$1.03M 0.27%
27,692
+1,873
66
$920K 0.24%
20,522
+95
67
$855K 0.22%
10,179
+20
68
$854K 0.22%
1,928
69
$795K 0.21%
3,841
+127
70
$744K 0.19%
13,124
+399
71
$646K 0.17%
6,575
72
$638K 0.17%
8,866
-130
73
$590K 0.15%
4,067
-791
74
$578K 0.15%
5,649
75
$538K 0.14%
30,875
-136
1 2
3
4 5