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
$268M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.38M
3 +$1.21M
4
WMT icon
Walmart Inc
WMT
+$1.12M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$832K

Top Sells

1 +$1.23M
2 +$777K
3 +$607K
4
XOM icon
Exxon Mobil
XOM
+$588K
5
FITB icon
Fifth Third Bancorp
FITB
+$323K

Sector Composition

1 Healthcare 19.35%
2 Industrials 14.17%
3 Technology 13.53%
4 Consumer Staples 11.58%
5 Energy 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,068