LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
+8.97%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$433M
AUM Growth
+$433M
(+5.2%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
39.52%
Holding
125
New
3
Increased
41
Reduced
57
Closed
4
Top Buys
| 1 |
NB Bancorp
NBBK
|
$957K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$854K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$501K |
| 4 |
Medtronic
MDT
|
$413K |
| 5 |
Amgen
AMGN
|
$300K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.95M |
| 2 |
Pfizer
PFE
|
$981K |
| 3 |
JPMorgan Chase
JPM
|
$837K |
| 4 |
AbbVie
ABBV
|
$809K |
| 5 |
Exxon Mobil
XOM
|
$670K |
Sector Composition
| 1 | Technology | 17.79% |
| 2 | Healthcare | 15.27% |
| 3 | Consumer Staples | 11.08% |
| 4 | Industrials | 10.69% |
| 5 | Financials | 8.51% |
