LA
Lynch & Associates Portfolio holdings
AUM
$496M
1-Year Return
15.82%
This Quarter Return
+4.74%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$252M
AUM Growth
-$1.44M
(-0.57%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-4.77%
Top 10 Holdings %
Top 10 Hldgs %
34.82%
Holding
104
New
2
Increased
43
Reduced
32
Closed
8
Top Buys
| 1 |
DuPont de Nemours
DD
|
$3.81M |
| 2 |
Gilead Sciences
GILD
|
$1.17M |
| 3 |
Cisco
CSCO
|
$756K |
| 4 |
Procter & Gamble
PG
|
$431K |
| 5 |
JPMorgan Chase
JPM
|
$370K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$12.4M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$3.43M |
| 3 |
Cincinnati Financial
CINF
|
$1.02M |
| 4 |
RPM International
RPM
|
$808K |
| 5 |
GE Aerospace
GE
|
$806K |
Sector Composition
| 1 | Healthcare | 17.32% |
| 2 | Industrials | 15.66% |
| 3 | Consumer Staples | 11.22% |
| 4 | Technology | 11.08% |
| 5 | Energy | 8.53% |