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
$383M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$210K
3
+$176K
4
BA icon
Boeing
BA
+$158K
5
IBM icon
IBM
IBM
+$156K

Top Sells

1
+$717K
2
+$401K
3
+$269K
4
MSFT icon
Microsoft
MSFT
+$266K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$252K

Sector Composition

1 Healthcare 18.89%
2 Technology 14.47%
3 Industrials 12.81%
4 Consumer Staples 12.72%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$523K 0.14%
3,850
77
$516K 0.14%
15,100
78
$507K 0.13%
16,324
-2,544
79
$482K 0.13%
22,342
80
$472K 0.12%
1,493
81
$453K 0.12%
2,600
82
$445K 0.12%
31,561
83
$411K 0.11%
5,000
84
$406K 0.11%
8,911
+544
85
$390K 0.1%
7,073
-240
86
$374K 0.1%
3,198
87
$373K 0.1%
25,001
-2,000
88
$342K 0.09%
6,555
89
$342K 0.09%
2,645
-70
90
$330K 0.09%
2,676
+147
91
$313K 0.08%
4,200
92
$305K 0.08%
6,998
+44
93
$296K 0.08%
7,164
94
$273K 0.07%
1,429
+80
95
$254K 0.07%
15,837
-4,075
96
$227K 0.06%
15,000
97
$212K 0.06%
11,794
-672
98
$210K 0.06%
+550
99
$209K 0.05%
457
-27
100
$124K 0.03%
10,619
-2,251
1 2 3
4
5