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
$433M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$854K
3
+$501K
4
MDT icon
Medtronic
MDT
+$413K
5
AMGN icon
Amgen
AMGN
+$300K

Top Sells

1
+$2.95M
2
+$981K
3
+$837K
4
ABBV icon
AbbVie
ABBV
+$809K
5
XOM icon
Exxon Mobil
XOM
+$670K

Sector Composition

1 Technology 17.79%
2 Healthcare 15.27%
3 Consumer Staples 11.08%
4 Industrials 10.69%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.54%
26,032
-2,180
52
$2.34M 0.54%
29,326
-571
53
$2.17M 0.5%
31,590
-2,035
54
$2.13M 0.49%
10,249
-25
55
$2.06M 0.48%
29,484
+2,141
56
$2.03M 0.47%
15,700
-1,207
57
$1.94M 0.45%
32,689
+2,642
58
$1.93M 0.44%
31,929
+1,259
59
$1.91M 0.44%
4,978
+553
60
$1.83M 0.42%
6,562
-161
61
$1.69M 0.39%
6,859
-520
62
$1.62M 0.37%
4,674
+106
63
$1.59M 0.37%
23,461
-2,004
64
$1.48M 0.34%
16,118
-825
65
$1.4M 0.32%
16,936
+1,300
66
$1.37M 0.32%
3,765
+412
67
$1.33M 0.31%
31,635
+75
68
$1.31M 0.3%
4,594
+1,055
69
$1.28M 0.3%
49,570
+2,230
70
$1.27M 0.29%
29,149
-2,090
71
$1.16M 0.27%
24,377
+2,006
72
$1.14M 0.26%
22,927
+1,746
73
$968K 0.22%
1,740
74
$966K 0.22%
1,914
-8
75
$957K 0.22%
+70,051
1 2
3
4 5