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
$424M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$720K
2 +$659K
3 +$581K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$431K
5
CVS icon
CVS Health
CVS
+$413K

Top Sells

1 +$951K
2 +$885K
3 +$682K
4
TSLA icon
Tesla
TSLA
+$336K
5
T icon
AT&T
T
+$249K

Sector Composition

1 Technology 18.07%
2 Healthcare 17.16%
3 Industrials 11.82%
4 Consumer Staples 11.58%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.05%
11,468
+1,416
102
$121K 0.03%
10,000
103
$89K 0.02%
1,415
+65
104
-1,920
105
-7,387