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
$192M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$969K
2 +$579K
3 +$413K
4
MSFT icon
Microsoft
MSFT
+$347K
5
CVX icon
Chevron
CVX
+$327K

Sector Composition

1 Industrials 19.12%
2 Healthcare 16.87%
3 Consumer Staples 10.46%
4 Financials 8.43%
5 Technology 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.11%
+6,597
102
$203K 0.11%
2,734
-50
103
$115K 0.06%
+12,000
104
$69K 0.04%
10,000
105
$39K 0.02%
10,000
106
$29K 0.02%
900
107
$2K ﹤0.01%
124,708
108
-7,515
109
-8,155