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
$370M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$641K
3
+$379K
4
CVS icon
CVS Health
CVS
+$371K
5
JPM icon
JPMorgan Chase
JPM
+$337K

Top Sells

1
+$22.1M
2
+$1.02M
3
+$954K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$684K
5
MSFT icon
Microsoft
MSFT
+$662K

Sector Composition

1 Technology 17.06%
2 Healthcare 16.22%
3 Industrials 13.27%
4 Consumer Staples 11.96%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.01%
948
+128
102
$11K ﹤0.01%
+1,000
103
– –
-5,144
104
– –
-3,575
105
– –
-13,700
106
– –
-28,817
107
– –
-7,100
108
– –
-3,000
109
– –
-18,403
1 2 3 4
5