LA
Lynch & Associates Portfolio holdings
AUM
$518M
1-Year Est. Return
14.44%
1 Year Est. Return
+14.44%
AUM
$496M
AUM Growth
+$34M
(+7.4%)
Holding
128
Top Buys
| 1 | +$4.69M | |
| 2 | +$947K | |
| 3 | +$779K | |
| 4 |
Eli Lilly
LLY
|
+$757K |
| 5 |
Waste Management
WM
|
+$705K |
Top Sells
| 1 | +$3.62M | |
| 2 | +$653K | |
| 3 | +$470K | |
| 4 |
Adobe
ADBE
|
+$439K |
| 5 |
JPMorgan Chase
JPM
|
+$334K |
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
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
| – | – |
-2,235
|
|