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
$386M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$415K
3
+$373K
4
MCD icon
McDonald's
MCD
+$288K
5
META icon
Meta Platforms (Facebook)
META
+$240K

Top Sells

1
+$653K
2
+$563K
3
+$320K
4
BP icon
BP
BP
+$167K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 17.57%
2 Healthcare 16.15%
3 Industrials 12.37%
4 Consumer Staples 11.52%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$646K 0.17%
5,654
77
$624K 0.16%
28,875
78
$600K 0.16%
+55,068
79
$591K 0.15%
2,700
-100
80
$570K 0.15%
15,200
-150
81
$507K 0.13%
8,566
82
$495K 0.13%
3,890
-25
83
$488K 0.13%
31,550
84
$487K 0.13%
1,483
+8
85
$477K 0.12%
2,660
-15
86
$477K 0.12%
22,380
+58
87
$474K 0.12%
5,000
88
$457K 0.12%
9,839
-305
89
$449K 0.12%
3,095
90
$303K 0.08%
7,366
91
$296K 0.08%
6,676
-281
92
$291K 0.08%
4,225
93
$268K 0.07%
1,205
94
$249K 0.06%
1,860
95
$247K 0.06%
17,550
-450
96
$236K 0.06%
549
97
$214K 0.06%
1,920
98
$211K 0.05%
+6,934
99
$202K 0.05%
7,387
-6,110
100
$170K 0.04%
10,052
-858
1 2 3
4
5