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
$444M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$504K
3
+$468K
4
JPM icon
JPMorgan Chase
JPM
+$446K
5
IBM icon
IBM
IBM
+$412K

Top Sells

1
+$236K
2
+$215K
3
+$182K
4
MMM icon
3M
MMM
+$150K
5
BA icon
Boeing
BA
+$132K

Sector Composition

1 Technology 18.58%
2 Healthcare 14.63%
3 Consumer Staples 11.47%
4 Industrials 10.44%
5 Financials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.53%
37,312
+3,173
52
$2.31M 0.52%
10,224
-25
53
$2.26M 0.51%
16,380
+680
54
$2.18M 0.49%
32,675
+1,085
55
$2.09M 0.47%
30,465
+981
56
$1.93M 0.43%
33,312
+623
57
$1.84M 0.42%
30,575
-1,354
58
$1.82M 0.41%
6,921
+359
59
$1.81M 0.41%
5,263
+285
60
$1.65M 0.37%
16,323
+205
61
$1.64M 0.37%
27,721
-1,605
62
$1.61M 0.36%
7,122
+263
63
$1.56M 0.35%
4,980
+386
64
$1.54M 0.35%
5,154
+480
65
$1.53M 0.34%
23,374
-87
66
$1.44M 0.32%
4,350
+585
67
$1.42M 0.32%
17,474
+538
68
$1.36M 0.31%
32,910
+1,275
69
$1.31M 0.29%
28,663
-486
70
$1.26M 0.28%
50,201
+631
71
$1.23M 0.28%
23,552
+625
72
$1.2M 0.27%
25,360
+983
73
$1.03M 0.23%
68,398
-1,653
74
$969K 0.22%
1,744
-170
75
$931K 0.21%
1,740
1 2
3
4 5