LA

Lynch & Associates Portfolio holdings

AUM $529M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$947K
3
+$779K
4
LLY icon
Eli Lilly
LLY
+$757K
5
WM icon
Waste Management
WM
+$705K

Top Sells

1
+$3.62M
2
+$653K
3
+$470K
4
ADBE icon
Adobe
ADBE
+$439K
5
JPM icon
JPMorgan Chase
JPM
+$334K

Sector Composition

1 Technology 19.19%
2 Healthcare 12.92%
3 Consumer Staples 11.29%
4 Industrials 10.37%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.52%
20,228
-220
52
$2.5M 0.5%
6,818
+164
53
$2.45M 0.49%
3,317
+500
54
$2.32M 0.47%
25,571
-35
55
$2.16M 0.43%
33,706
+1,019
56
$1.99M 0.4%
81,964
-6,982
57
$1.99M 0.4%
15,400
-160
58
$1.97M 0.4%
25,388
+1,255
59
$1.94M 0.39%
5,653
+92
60
$1.91M 0.38%
31,046
-298
61
$1.85M 0.37%
8,020
-253
62
$1.82M 0.37%
31,018
+871
63
$1.79M 0.36%
52,050
+10,782
64
$1.78M 0.36%
34,448
+1,224
65
$1.72M 0.35%
18,262
+81
66
$1.64M 0.33%
25,292
+911
67
$1.58M 0.32%
22,878
+2,996
68
$1.46M 0.29%
33,758
+815
69
$1.45M 0.29%
5,194
+52
70
$1.45M 0.29%
36,652
+4,178
71
$1.45M 0.29%
4,373
-2
72
$1.43M 0.29%
27,978
+136
73
$1.28M 0.26%
54,505
+1,259
74
$1.27M 0.26%
31,213
+5,312
75
$1.23M 0.25%
7,762
+1,435
1 2
3
4 5