LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
+1.56%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.53%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$13M |
| 2 |
Exxon Mobil
XOM
|
$7.95M |
| 3 |
Johnson & Johnson
JNJ
|
$6.93M |
| 4 |
IBM
IBM
|
$5.44M |
| 5 |
GE Aerospace
GE
|
$4.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 20.05% |
| 2 | Healthcare | 15.26% |
| 3 | Consumer Staples | 11.7% |
| 4 | Energy | 9.02% |
| 5 | Technology | 8.73% |
