LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
+0.75%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$227M
AUM Growth
+$3.5M
(+1.6%)
Cap. Flow
+$2.96M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
37.94%
Holding
115
New
4
Increased
44
Reduced
44
Closed
6
Top Buys
| 1 |
BP
BP
|
$2.08M |
| 2 |
Cisco
CSCO
|
$1.08M |
| 3 |
Boeing
BA
|
$586K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$426K |
| 5 |
NiSource
NI
|
$371K |
Top Sells
| 1 |
ConocoPhillips
COP
|
$1.55M |
| 2 |
TE
TECO ENERGY INC
TE
|
$499K |
| 3 |
BCR
CR Bard Inc.
BCR
|
$470K |
| 4 |
Johnson & Johnson
JNJ
|
$236K |
| 5 |
GXP
Great Plains Energy Incorporated
GXP
|
$231K |
Sector Composition
| 1 | Industrials | 19.9% |
| 2 | Healthcare | 15.72% |
| 3 | Consumer Staples | 12.11% |
| 4 | Technology | 9.43% |
| 5 | Energy | 8.2% |
