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
$253M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$840K
2 +$472K
3 +$423K
4
PG icon
Procter & Gamble
PG
+$398K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$387K

Top Sells

1 +$241K
2 +$224K
3 +$222K
4
NI icon
NiSource
NI
+$215K
5
SLB icon
SLB Ltd
SLB
+$150K

Sector Composition

1 Industrials 19.61%
2 Healthcare 15.91%
3 Consumer Staples 11.21%
4 Technology 10.33%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,346
102
$0 ﹤0.01%
38,072