LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
+15.27%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$309M
AUM Growth
+$309M
(+14%)
Cap. Flow
+$468K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
43.66%
Holding
101
New
3
Increased
36
Reduced
41
Closed
–
Top Buys
| 1 |
DFS
Discover Financial Services
DFS
|
$979K |
| 2 |
US Bancorp
USB
|
$638K |
| 3 |
Apple
AAPL
|
$615K |
| 4 |
Chevron
CVX
|
$594K |
| 5 |
CVS Health
CVS
|
$340K |
Top Sells
| 1 |
RTX Corp
RTX
|
$944K |
| 2 |
Wells Fargo
WFC
|
$746K |
| 3 |
BP
BP
|
$615K |
| 4 |
Microsoft
MSFT
|
$488K |
| 5 |
Stryker
SYK
|
$472K |
Sector Composition
| 1 | Technology | 17.93% |
| 2 | Healthcare | 16.66% |
| 3 | Industrials | 16.65% |
| 4 | Consumer Staples | 12.45% |
| 5 | Financials | 5.96% |