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
$309M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$979K
2 +$638K
3 +$615K
4
CVX icon
Chevron
CVX
+$594K
5
CVS icon
CVS Health
CVS
+$340K

Top Sells

1 +$944K
2 +$746K
3 +$615K
4
MSFT icon
Microsoft
MSFT
+$488K
5
SYK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$0 ﹤0.01%
38,072