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
$252M
AUM Growth
-$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.17M
3
+$756K
4
PG icon
Procter & Gamble
PG
+$431K
5
JPM icon
JPMorgan Chase
JPM
+$370K

Top Sells

1
+$12.4M
2
+$3.43M
3
+$1.02M
4
RPM icon
RPM International
RPM
+$808K
5
GE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,000
102
– –
-42,535
103
– –
-8,599
1 2 3 4
5