LA
Lynch & Associates Portfolio holdings
AUM
$496M
1-Year Return
15.82%
This Quarter Return
+0.6%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$444M
AUM Growth
+$10.8M
(+2.5%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
39.97%
Holding
122
New
1
Increased
74
Reduced
23
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$1.41M |
| 2 |
Exxon Mobil
XOM
|
$504K |
| 3 |
AbbVie
ABBV
|
$468K |
| 4 |
JPMorgan Chase
JPM
|
$446K |
| 5 |
IBM
IBM
|
$412K |
Top Sells
| 1 |
Tesla
TSLA
|
$236K |
| 2 |
Nike
NKE
|
$215K |
| 3 |
Old National Bancorp
ONB
|
$182K |
| 4 |
3M
MMM
|
$150K |
| 5 |
Boeing
BA
|
$132K |
Sector Composition
| 1 | Technology | 18.58% |
| 2 | Healthcare | 14.63% |
| 3 | Consumer Staples | 11.47% |
| 4 | Industrials | 10.44% |
| 5 | Financials | 8.47% |
