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
$381M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$913K
2 +$687K
3 +$309K
4
META icon
Meta Platforms (Facebook)
META
+$293K
5
RTX icon
RTX Corp
RTX
+$287K

Top Sells

1 +$1.08M
2 +$700K
3 +$697K
4
CSX icon
CSX Corp
CSX
+$430K
5
EBC icon
Eastern Bankshares
EBC
+$328K

Sector Composition

1 Healthcare 17.1%
2 Technology 16.88%
3 Consumer Staples 12.61%
4 Industrials 12.51%
5 Financials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$172K 0.05%
12,000
-3,000
102
$170K 0.04%
11,813
+19
103
$134K 0.04%
10,619
104
$71.1K 0.02%
2,383
+61