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
$390M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$828K
3 +$707K
4
AAPL icon
Apple
AAPL
+$695K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$482K

Top Sells

1 +$1.17M
2 +$1.04M
3 +$503K
4
MRK icon
Merck
MRK
+$469K
5
T icon
AT&T
T
+$216K

Sector Composition

1 Technology 17.37%
2 Healthcare 15.94%
3 Industrials 13.45%
4 Consumer Staples 11.52%
5 Financials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$9K ﹤0.01%
1,000
102
-2,500
103
-12,825