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
$367M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.12M
3 +$720K
4
VTRS icon
Viatris
VTRS
+$345K
5
AAPL icon
Apple
AAPL
+$305K

Top Sells

1 +$828K
2 +$733K
3 +$418K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$388K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$303K

Sector Composition

1 Industrials 18.42%
2 Healthcare 15.76%
3 Technology 15.52%
4 Consumer Staples 12.17%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.06%
12,423
-1,455
102
$205K 0.06%
+547
103
$150K 0.04%
13,700
104
$85K 0.02%
2,500
105
$51K 0.01%
820
106
-10,080