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
$302M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$432K
2
+$428K
3
+$421K
4
IBM icon
IBM
IBM
+$352K
5
INTC icon
Intel
INTC
+$321K

Top Sells

1
+$2.13M
2
+$118K
3
+$87.9K
4
ABBV icon
AbbVie
ABBV
+$74.9K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$43.4K

Sector Composition

1 Healthcare 17.97%
2 Industrials 14.85%
3 Technology 14.72%
4 Consumer Staples 11.74%
5 Energy 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.13%
2,577
-200
77
$369K 0.12%
23,425
+300
78
$362K 0.12%
3,950
-150
79
$336K 0.11%
23,714
+500
80
$329K 0.11%
3,875
81
$318K 0.11%
+6,696
82
$307K 0.1%
2,700
-100
83
$289K 0.1%
10,080
84
$287K 0.1%
3,345
85
$266K 0.09%
3,163
+55
86
$246K 0.08%
14,994
+614
87
$237K 0.08%
4,225
-75
88
$229K 0.08%
7,268
-209
89
$223K 0.07%
4,142
-807
90
$212K 0.07%
+6,633
91
$205K 0.07%
+1,230
92
$180K 0.06%
+18,810
93
$178K 0.06%
14,100
94
$2K ﹤0.01%
900
95
– –
-29,663
96
$0 ﹤0.01%
38,072
1 2 3
4