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
$238M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$807K
2 +$408K
3 +$406K
4
BP icon
BP
BP
+$364K
5
IBM icon
IBM
IBM
+$345K

Top Sells

1 +$410K
2 +$370K
3 +$368K
4
WEC icon
WEC Energy
WEC
+$305K
5
AA icon
Alcoa
AA
+$295K

Sector Composition

1 Industrials 20.39%
2 Healthcare 14.92%
3 Consumer Staples 11.32%
4 Technology 9.93%
5 Energy 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$11K ﹤0.01%
900
102
$0 ﹤0.01%
38,072
-85,636
103
-10,000
104
-1,815
105
-1,569
106
-15,000
107
-8,800
108
-5,080
109
-12,116
110
-7,305