LA

Lynch & Associates Portfolio holdings

AUM $529M
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$465K
3
+$394K
4
EMR icon
Emerson Electric
EMR
+$390K
5
PG icon
Procter & Gamble
PG
+$328K

Top Sells

1
+$1.84M
2
+$1.64M
3
+$1.14M
4
SR icon
Spire
SR
+$366K
5
WEC icon
WEC Energy
WEC
+$314K

Sector Composition

1 Industrials 19.48%
2 Healthcare 15.55%
3 Consumer Staples 11.16%
4 Technology 10.59%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-22,637
102
– –
-5,355
103
– –
-5,176
104
$0 ﹤0.01%
38,072
1 2 3 4
5