LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
-0.51%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$178M
AUM Growth
+$178M
(+1.6%)
Cap. Flow
+$4.65M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
38.7%
Holding
97
New
6
Increased
50
Reduced
25
Closed
–
Top Buys
| 1 |
Target
TGT
|
$804K |
| 2 |
TJX Companies
TJX
|
$793K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$414K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$320K |
| 5 |
Procter & Gamble
PG
|
$318K |
Top Sells
| 1 |
Cincinnati Financial
CINF
|
$691K |
| 2 |
VVC
Vectren Corporation
VVC
|
$149K |
| 3 |
Eli Lilly
LLY
|
$138K |
| 4 |
GE Aerospace
GE
|
$124K |
| 5 |
Mondelez International
MDLZ
|
$124K |
Sector Composition
| 1 | Industrials | 19.91% |
| 2 | Healthcare | 15.65% |
| 3 | Consumer Staples | 11.18% |
| 4 | Energy | 9.51% |
| 5 | Technology | 9.27% |
