LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
+11.94%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$367M
AUM Growth
+$367M
(+9.9%)
Cap. Flow
+$3.49M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
42.7%
Holding
108
New
7
Increased
27
Reduced
52
Closed
1
Top Buys
| 1 |
Eastern Bankshares
EBC
|
$1.38M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.12M |
| 3 |
Amazon
AMZN
|
$720K |
| 4 |
Viatris
VTRS
|
$345K |
| 5 |
Apple
AAPL
|
$305K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$828K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$733K |
| 3 |
Microsoft
MSFT
|
$418K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$388K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$303K |
Sector Composition
| 1 | Industrials | 18.42% |
| 2 | Healthcare | 15.76% |
| 3 | Technology | 15.52% |
| 4 | Consumer Staples | 12.17% |
| 5 | Financials | 7.13% |
