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
$368M
AUM Growth
-$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$394K
2
+$336K
3
+$227K
4
CSCO icon
Cisco
CSCO
+$163K
5
LMT icon
Lockheed Martin
LMT
+$155K

Top Sells

1
+$416K
2
+$295K
3
+$288K
4
BA icon
Boeing
BA
+$177K
5
LNT icon
Alliant Energy
LNT
+$142K

Sector Composition

1 Healthcare 19.02%
2 Technology 16.01%
3 Consumer Staples 12.8%
4 Industrials 11.81%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,570
102
– –
-23,293
103
– –
-10,000
1 2 3 4
5