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
$473M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$399K
3
+$266K
4
HD icon
Home Depot
HD
+$256K
5
NKE icon
Nike
NKE
+$202K

Top Sells

1
+$1.28M
2
+$400K
3
+$299K
4
UPS icon
United Parcel Service
UPS
+$263K
5
WMT icon
Walmart
WMT
+$228K

Sector Composition

1 Technology 17.57%
2 Healthcare 14.43%
3 Consumer Staples 11.92%
4 Industrials 10.45%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.51%
5,896
+633
52
$2.36M 0.5%
32,362
+1,897
53
$2.32M 0.49%
16,340
-40
54
$2.31M 0.49%
10,224
55
$2.21M 0.47%
34,601
+1,289
56
$2.11M 0.45%
32,715
+40
57
$2.07M 0.44%
5,419
+265
58
$2.05M 0.43%
31,608
+1,033
59
$1.97M 0.42%
16,223
-100
60
$1.95M 0.41%
7,901
+779
61
$1.95M 0.41%
7,080
+159
62
$1.77M 0.37%
24,549
+1,175
63
$1.72M 0.36%
5,325
+345
64
$1.63M 0.34%
18,418
+944
65
$1.63M 0.34%
25,895
-1,826
66
$1.56M 0.33%
4,504
+154
67
$1.55M 0.33%
34,410
+1,500
68
$1.51M 0.32%
29,513
+850
69
$1.36M 0.29%
26,661
+1,301
70
$1.35M 0.29%
24,542
+990
71
$1.27M 0.27%
68,398
72
$1.25M 0.26%
51,905
+1,704
73
$1.03M 0.22%
1,803
+150
74
$991K 0.21%
1,740
75
$984K 0.21%
1,901
+157
1 2
3
4 5