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
$334M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$947K
3
+$726K
4
DFS
Discover Financial Services
DFS
+$407K
5
TSLA icon
Tesla
TSLA
+$323K

Top Sells

1
+$2.91M
2
+$1.3M
3
+$353K
4
SYK icon
Stryker
SYK
+$240K
5
JNJ icon
Johnson & Johnson
JNJ
+$179K

Sector Composition

1 Industrials 19.07%
2 Technology 16.35%
3 Healthcare 16%
4 Consumer Staples 13.01%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.13%
5,144
77
$419K 0.13%
2,800
-111
78
$413K 0.12%
3,915
79
$401K 0.12%
3,198
+35
80
$397K 0.12%
2,700
81
$369K 0.11%
15,350
-500
82
$353K 0.11%
14,023
-1,023
83
$350K 0.1%
29,350
84
$327K 0.1%
10,533
-2,933
85
$323K 0.1%
+2,259
86
$313K 0.09%
39,630
+77
87
$311K 0.09%
33,900
88
$304K 0.09%
5,000
89
$290K 0.09%
25,147
-2
90
$278K 0.08%
3,575
91
$271K 0.08%
4,225
92
$266K 0.08%
11,305
-123,604
93
$243K 0.07%
7,086
-337
94
$230K 0.07%
6,062
+320
95
$222K 0.07%
10,080
96
$205K 0.06%
+1,205
97
$174K 0.05%
13,878
+2,021
98
$106K 0.03%
13,700
99
$71K 0.02%
2,500
100
$64K 0.02%
820
+127
1 2 3
4
5