LA

Lynch & Associates Portfolio holdings

AUM $529M
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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 +$343K
2 +$242K
3 +$241K
4
DOW icon
Dow Inc
DOW
+$174K
5
VZ icon
Verizon
VZ
+$167K

Top Sells

1 +$888K
2 +$881K
3 +$338K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$247K
5
LOW icon
Lowe's Companies
LOW
+$241K

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
-5,952