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
$181M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$932K
2 +$216K
3 +$201K
4
IBM icon
IBM
IBM
+$136K
5
LOW icon
Lowe's Companies
LOW
+$128K

Top Sells

1 +$1.15M
2 +$1.12M
3 +$250K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$205K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Industrials 19.55%
2 Healthcare 16.45%
3 Consumer Staples 11.64%
4 Financials 8.65%
5 Technology 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$127K 0.07%
14,000
+2,000
102
$52K 0.03%
10,000
103
$41K 0.02%
900
104
$24K 0.01%
10,000
105
$4K ﹤0.01%
124,708
106
-13,181
107
-3,325
108
-64,004
109
-1
110
-2,734