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
$224M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$726K
2 +$627K
3 +$457K
4
PFE icon
Pfizer
PFE
+$438K
5
INTC icon
Intel
INTC
+$404K

Top Sells

1 +$641K
2 +$418K
3 +$206K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$105K
5
WBA
Walgreens Boots Alliance
WBA
+$79.1K

Sector Composition

1 Industrials 19.7%
2 Healthcare 16.17%
3 Consumer Staples 12.55%
4 Energy 8.53%
5 Technology 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$217K 0.1%
1
102
$212K 0.09%
1,010
-500
103
$208K 0.09%
+3,050
104
$206K 0.09%
8,071
-1,150
105
$200K 0.09%
15,936
106
$129K 0.06%
14,000
107
$65K 0.03%
10,000
108
$47K 0.02%
10,000
109
$10K ﹤0.01%
900
110
$3K ﹤0.01%
124,708
111
-1,810