LA

Lynch & Associates Portfolio holdings

AUM $533M
1-Year Est. Return 19.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$860K
2 +$618K
3 +$596K
4
AAPL icon
Apple
AAPL
+$522K
5
CVS icon
CVS Health
CVS
+$329K

Top Sells

1 +$956K
2 +$797K
3 +$633K
4
SYK icon
Stryker
SYK
+$483K
5
MSFT icon
Microsoft
MSFT
+$435K

Sector Composition

1 Technology 17.93%
2 Healthcare 16.66%
3 Industrials 16.65%
4 Consumer Staples 12.45%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
38,072