LA

Lynch & Associates Portfolio holdings

AUM $529M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$947K
3
+$779K
4
LLY icon
Eli Lilly
LLY
+$757K
5
WM icon
Waste Management
WM
+$705K

Top Sells

1
+$3.62M
2
+$653K
3
+$470K
4
ADBE icon
Adobe
ADBE
+$439K
5
JPM icon
JPMorgan Chase
JPM
+$334K

Sector Composition

1 Technology 19.19%
2 Healthcare 12.92%
3 Consumer Staples 11.29%
4 Industrials 10.37%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.24%
32,360
+2,913
77
$1.05M 0.21%
39,603
-17,763
78
$1.04M 0.21%
31,133
+6,599
79
$1.03M 0.21%
16,459
+1,226
80
$1.02M 0.2%
56,851
-3,375
81
$986K 0.2%
1,740
82
$947K 0.19%
+3,436
83
$940K 0.19%
6,375
84
$876K 0.18%
9,637
+2,004
85
$851K 0.17%
9,767
+53
86
$831K 0.17%
15,875
-200
87
$815K 0.16%
3,168
88
$779K 0.16%
+3,497
89
$716K 0.14%
13,605
+262
90
$705K 0.14%
+3,080
91
$653K 0.13%
3,342
92
$647K 0.13%
13,986
-55
93
$616K 0.12%
5,668
+46
94
$596K 0.12%
+5,688
95
$561K 0.11%
2,600
96
$539K 0.11%
6,729
+135
97
$534K 0.11%
35,000
98
$513K 0.1%
10,278
+439
99
$505K 0.1%
3,744
100
$496K 0.1%
15,504
+507
2 3
4
5 6