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
$334M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$947K
3
+$726K
4
DFS
Discover Financial Services
DFS
+$407K
5
TSLA icon
Tesla
TSLA
+$323K

Top Sells

1
+$2.91M
2
+$1.3M
3
+$353K
4
SYK icon
Stryker
SYK
+$240K
5
JNJ icon
Johnson & Johnson
JNJ
+$179K

Sector Composition

1 Industrials 19.07%
2 Technology 16.35%
3 Healthcare 16%
4 Consumer Staples 13.01%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-16,865
102
– –
-12,454
103
– –
-22,750
104
– –
-38,072
1 2 3 4
5