LA

Lynch & Associates Portfolio holdings

AUM $529M
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.85M
2
+$892K
3
+$780K
4
DFS
Discover Financial Services
DFS
+$369K
5
LLY icon
Eli Lilly
LLY
+$306K

Top Sells

1
+$3.05M
2
+$1.3M
3
+$352K
4
SYK icon
Stryker
SYK
+$224K
5
BP icon
BP
BP
+$193K

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