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
$327M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$375K
3
+$281K
4
GIS icon
General Mills
GIS
+$272K
5
IBM icon
IBM
IBM
+$200K

Top Sells

1
+$361K
2
+$160K
3
+$129K
4
AAPL icon
Apple
AAPL
+$126K
5
BP icon
BP
BP
+$121K

Sector Composition

1 Industrials 18.27%
2 Healthcare 15.66%
3 Technology 14.12%
4 Consumer Staples 12.5%
5 Financials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$482K 0.15%
5,142
-138
77
$444K 0.14%
15,850
78
$422K 0.13%
23,650
79
$416K 0.13%
3,565
-19
80
$390K 0.12%
2,577
81
$377K 0.12%
23,817
82
$366K 0.11%
3,875
83
$361K 0.11%
6,440
-2,256
84
$356K 0.11%
3,950
85
$326K 0.1%
2,700
86
$315K 0.1%
4,413
-66
87
$302K 0.09%
10,080
88
$297K 0.09%
3,163
89
$277K 0.08%
8,565
+462
90
$259K 0.08%
4,225
91
$258K 0.08%
14,993
+13
92
$239K 0.07%
7,241
+235
93
$217K 0.07%
1,217
-13
94
$192K 0.06%
14,450
95
$0 ﹤0.01%
38,072
1 2 3
4