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
$386M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$600K
2 +$415K
3 +$373K
4
MCD icon
McDonald's
MCD
+$288K
5
META icon
Meta Platforms (Facebook)
META
+$240K

Top Sells

1 +$653K
2 +$563K
3 +$320K
4
BP icon
BP
BP
+$167K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 17.57%
2 Healthcare 16.15%
3 Industrials 12.37%
4 Consumer Staples 11.52%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$139K 0.04%
1,350
+275
102
$122K 0.03%
10,000
103
-1,000