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
$272M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$1.05M
3 +$678K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$629K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$479K

Top Sells

1 +$1.81M
2 +$1.51M
3 +$1.42M
4
MSFT icon
Microsoft
MSFT
+$870K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$739K

Sector Composition

1 Healthcare 17.88%
2 Technology 16.75%
3 Industrials 16.52%
4 Consumer Staples 13.04%
5 Financials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-28,052
102
-3,509
103
$0 ﹤0.01%
38,072