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
$383M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$210K
3
+$176K
4
BA icon
Boeing
BA
+$158K
5
IBM icon
IBM
IBM
+$156K

Top Sells

1
+$717K
2
+$401K
3
+$269K
4
MSFT icon
Microsoft
MSFT
+$266K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$252K

Sector Composition

1 Healthcare 18.89%
2 Technology 14.47%
3 Industrials 12.81%
4 Consumer Staples 12.72%
5 Financials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$109K 0.03%
2,322
+891
102
– –
-8,547
103
– –
-2,620
104
– –
-1,985
1 2 3 4
5