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
$181M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$216K
3
+$201K
4
IBM icon
IBM
IBM
+$136K
5
LOW icon
Lowe's Companies
LOW
+$128K

Top Sells

1
+$1.15M
2
+$1.12M
3
+$250K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$205K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Industrials 19.55%
2 Healthcare 16.45%
3 Consumer Staples 11.64%
4 Financials 8.65%
5 Technology 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.21%
7,700
-240
77
$373K 0.21%
2,000
78
$373K 0.21%
8,432
+64
79
$356K 0.2%
25,534
-1,000
80
$356K 0.2%
13,858
+776
81
$355K 0.2%
7,490
-173
82
$341K 0.19%
10,245
-285
83
$319K 0.18%
5,859
+225
84
$311K 0.17%
7,427
+10
85
$292K 0.16%
4,415
86
$270K 0.15%
1,410
87
$267K 0.15%
5,969
-474
88
$265K 0.15%
15,263
+2,894
89
$256K 0.14%
28,464
+1,000
90
$252K 0.14%
8,323
+266
91
$246K 0.14%
7,722
+333
92
$243K 0.13%
10,449
93
$239K 0.13%
3,222
94
$239K 0.13%
8,876
-13
95
$229K 0.13%
8,057
-172
96
$221K 0.12%
4,675
97
$216K 0.12%
+7,985
98
$215K 0.12%
7,795
99
$202K 0.11%
6,858
+261
100
$201K 0.11%
+7,165
1 2 3
4
5