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
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.95M
3
+$6.92M
4
IBM icon
IBM
IBM
+$5.44M
5
GE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.27%
+8,095
77
$389K 0.27%
+5,025
78
$370K 0.26%
+12,105
79
$368K 0.25%
+12,914
80
$366K 0.25%
+4,671
81
$328K 0.23%
+32,531
82
$312K 0.22%
+6,550
83
$304K 0.21%
+6,100
84
$289K 0.2%
+4,573
85
$289K 0.2%
+3,500
86
$287K 0.2%
+7,225
87
$275K 0.19%
+24,900
88
$252K 0.17%
+4,475
89
$221K 0.15%
+12,888
90
$217K 0.15%
+2,000
91
$216K 0.15%
+22,619
92
$216K 0.15%
+27,450
93
$146K 0.1%
+7,752
94
$54K 0.04%
+10,000
95
$48K 0.03%
+900
96
$0 ﹤0.01%
+136,009
1 2 3
4