LA

Lynch & Associates Portfolio holdings

AUM $533M
1-Year Est. Return 19.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$755K
3 +$753K
4
AVGO icon
Broadcom
AVGO
+$746K
5
WM icon
Waste Management
WM
+$714K

Top Sells

1 +$3.62M
2 +$637K
3 +$517K
4
ADBE icon
Adobe
ADBE
+$439K
5
JPM icon
JPMorgan Chase
JPM
+$294K

Sector Composition

1 Technology 19.19%
2 Healthcare 12.92%
3 Consumer Staples 11.29%
4 Industrials 10.37%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,470