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
$444M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$504K
3
+$468K
4
JPM icon
JPMorgan Chase
JPM
+$446K
5
IBM icon
IBM
IBM
+$412K

Top Sells

1
+$236K
2
+$215K
3
+$182K
4
MMM icon
3M
MMM
+$150K
5
BA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$833K 0.19%
1,653
+44
77
$803K 0.18%
6,586
+36
78
$796K 0.18%
6,442
+782
79
$667K 0.15%
5,649
80
$661K 0.15%
16,075
81
$611K 0.14%
3,356
82
$564K 0.13%
3,869
83
$544K 0.12%
2,981
84
$540K 0.12%
12,521
-1,350
85
$538K 0.12%
12,245
+1,356
86
$528K 0.12%
2,600
87
$499K 0.11%
3,138
-794
88
$498K 0.11%
6,324
+1,585
89
$489K 0.11%
35,000
90
$488K 0.11%
15,131
+2,540
91
$475K 0.11%
8,066
+927
92
$469K 0.11%
8,574
+1,089
93
$468K 0.11%
14,216
+1,199
94
$462K 0.1%
11,114
95
$453K 0.1%
9,167
+566
96
$431K 0.1%
7,253
97
$418K 0.09%
4,974
+1,025
98
$390K 0.09%
11,673
-200
99
$386K 0.09%
19,276
100
$382K 0.09%
1,429
1 2 3
4
5