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
$195M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$712K
2 +$712K
3 +$520K
4
HPE icon
Hewlett Packard
HPE
+$405K
5
GE icon
GE Aerospace
GE
+$393K

Top Sells

1 +$603K
2 +$587K
3 +$575K
4
HPQ icon
HP
HPQ
+$504K
5
CVX icon
Chevron
CVX
+$364K

Sector Composition

1 Industrials 19.51%
2 Healthcare 16.33%
3 Consumer Staples 11.76%
4 Technology 8.93%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$227K 0.12%
7,398
+540
102
$216K 0.11%
15,920
-9,614
103
$215K 0.11%
7,880
-105
104
$127K 0.07%
14,000
105
$64K 0.03%
10,000
106
$24K 0.01%
900
107
$22K 0.01%
10,000
108
$1K ﹤0.01%
124,708