LA
Lynch & Associates Portfolio holdings
AUM
$533M
1-Year Est. Return
19.54%
This Fund
S&P 500
1 Year Est. Return
+19.54%
AUM
$533M
AUM Growth
+$3.67M
(+0.69%)
Holding
128
Top Buys
| 1 | +$5.08M | |
| 2 | +$929K | |
| 3 | +$856K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$772K |
| 5 |
United Parcel Service
UPS
|
+$708K |
Top Sells
| 1 | +$4.86M | |
| 2 | +$431K | |
| 3 | +$304K | |
| 4 |
Johnson & Johnson
JNJ
|
+$266K |
| 5 |
Exxon Mobil
XOM
|
+$248K |
Sector Composition
| 1 | Technology | 15.38% |
| 2 | Healthcare | 14.4% |
| 3 | Consumer Staples | 10.22% |
| 4 | Industrials | 10.02% |
| 5 | Financials | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Dimensional US Equity ETF
DFUS
$19.5B
| – | – |
-2,907
|
|