LA
Lynch & Associates Portfolio holdings
AUM
$529M
1-Year Est. Return
18.67%
This Fund
S&P 500
1 Year Est. Return
+18.67%
AUM
$529M
AUM Growth
+$11.1M
(+2.1%)
Holding
129
Top Buys
| 1 | +$585K | |
| 2 | +$424K | |
| 3 | +$405K | |
| 4 |
Fidelity Enhanced Mid Cap ETF
FMDE
|
+$377K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$377K |
Top Sells
| 1 | +$912K | |
| 2 | +$837K | |
| 3 | +$671K | |
| 4 |
Microsoft
MSFT
|
+$379K |
| 5 |
JPMorgan Chase
JPM
|
+$374K |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Healthcare | 14.24% |
| 3 | Financials | 9.97% |
| 4 | Consumer Staples | 9.86% |
| 5 | Industrials | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Intel
INTC
$213B
| – | – |
-8,985
|
|
||
|
WSBK
127
Winchester Bancorp
WSBK
$115M
| – | – |
-13,183
|
|