LA
Lynch & Associates Portfolio holdings
AUM
$496M
1-Year Return
15.82%
This Quarter Return
+9.42%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$411M
AUM Growth
+$32.4M
(+8.5%)
Cap. Flow
+$716K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
38.68%
Holding
123
New
7
Increased
40
Reduced
55
Closed
1
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$859K |
| 2 |
Amgen
AMGN
|
$744K |
| 3 |
Amazon
AMZN
|
$405K |
| 4 |
Cigna
CI
|
$378K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$360K |
Top Sells
| 1 |
Pfizer
PFE
|
$881K |
| 2 |
Texas Instruments
TXN
|
$738K |
| 3 |
Microsoft
MSFT
|
$729K |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$518K |
| 5 |
Fifth Third Bancorp
FITB
|
$433K |
Sector Composition
| 1 | Technology | 18.55% |
| 2 | Healthcare | 14.99% |
| 3 | Industrials | 11.69% |
| 4 | Consumer Staples | 11.11% |
| 5 | Financials | 8.22% |
