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
$391M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$704K
2 +$695K
3 +$440K
4
MMM icon
3M
MMM
+$392K
5
TXN icon
Texas Instruments
TXN
+$358K

Top Sells

1 +$1.11M
2 +$994K
3 +$819K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$662K
5
CVS icon
CVS Health
CVS
+$501K

Sector Composition

1 Technology 17.88%
2 Healthcare 16.45%
3 Consumer Staples 12.34%
4 Industrials 12.23%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,000
102
-10,679
103
-10,619
104
-482
105
-12,000