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
$411M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$744K
3
+$405K
4
CI icon
Cigna
CI
+$378K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$360K

Top Sells

1
+$881K
2
+$738K
3
+$729K
4
WBA
Walgreens Boots Alliance
WBA
+$518K
5
FITB icon
Fifth Third Bancorp
FITB
+$433K

Sector Composition

1 Technology 18.55%
2 Healthcare 14.99%
3 Industrials 11.69%
4 Consumer Staples 11.11%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.55%
33,625
-294
52
$2.25M 0.55%
28,212
-534
53
$2.05M 0.5%
16,907
-870
54
$1.98M 0.48%
10,274
55
$1.81M 0.44%
7,379
+573
56
$1.81M 0.44%
71,253
+33,864
57
$1.78M 0.43%
30,670
+2,018
58
$1.77M 0.43%
27,343
+2,034
59
$1.75M 0.43%
6,723
+926
60
$1.61M 0.39%
30,047
+2,312
61
$1.59M 0.39%
16,943
-399
62
$1.56M 0.38%
25,465
-437
63
$1.53M 0.37%
4,425
+978
64
$1.42M 0.35%
4,568
+663
65
$1.26M 0.31%
31,239
-317
66
$1.23M 0.3%
15,636
+1,702
67
$1.19M 0.29%
31,560
+1,203
68
$1.15M 0.28%
1,922
+201
69
$1.09M 0.27%
47,340
-2,045
70
$1.02M 0.25%
3,539
+2,582
71
$1M 0.24%
3,353
+1,263
72
$998K 0.24%
22,371
+1,389
73
$944K 0.23%
21,181
+1,202
74
$883K 0.21%
1,740
75
$747K 0.18%
6,550
1 2
3
4 5