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
$413M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$347K
2 +$264K
3 +$223K
4
DOW icon
Dow Inc
DOW
+$184K
5
MO icon
Altria Group
MO
+$162K

Top Sells

1 +$910K
2 +$851K
3 +$337K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$247K
5
ABBV icon
AbbVie
ABBV
+$246K

Sector Composition

1 Healthcare 17.45%
2 Technology 17.03%
3 Industrials 12.21%
4 Consumer Staples 11.84%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$128K 0.03%
10,000
102
$69K 0.02%
1,431
+16
103
-2,976