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
$462M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$750K
2
+$730K
3
+$610K
4
META icon
Meta Platforms (Facebook)
META
+$567K
5
FESM icon
Fidelity Enhanced Small Cap ETF
FESM
+$442K

Top Sells

1
+$429K
2
+$398K
3
+$313K
4
JPM icon
JPMorgan Chase
JPM
+$280K
5
AVGO icon
Broadcom
AVGO
+$251K

Sector Composition

1 Technology 16.7%
2 Healthcare 14.46%
3 Consumer Staples 12.09%
4 Industrials 9.94%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.51%
38,232
+2,661
52
$2.34M 0.51%
33,617
-660
53
$2.25M 0.49%
88,946
-802
54
$2.23M 0.48%
32,687
+44
55
$2.21M 0.48%
15,560
-690
56
$2.11M 0.46%
10,224
57
$2.03M 0.44%
31,344
-466
58
$2M 0.43%
57,366
-8,964
59
$1.99M 0.43%
33,224
-1,865
60
$1.95M 0.42%
8,273
+309
61
$1.94M 0.42%
5,561
+118
62
$1.81M 0.39%
30,147
-1,280
63
$1.65M 0.36%
24,133
+358
64
$1.62M 0.35%
2,817
+983
65
$1.6M 0.35%
5,142
-12
66
$1.54M 0.33%
18,181
+317
67
$1.49M 0.32%
32,943
-490
68
$1.44M 0.31%
4,375
+30
69
$1.42M 0.31%
27,842
+1,231
70
$1.37M 0.3%
24,381
+222
71
$1.36M 0.29%
53,246
+809
72
$1.35M 0.29%
19,882
+75
73
$1.29M 0.28%
41,268
+23,923
74
$1.16M 0.25%
32,474
+17,127
75
$1.09M 0.24%
60,226
-8,172
1 2
3
4 5