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
$518M
AUM Growth
+$21.5M
(+4.3%)
Holding
128
Top Buys
| 1 | +$265K | |
| 2 | +$245K | |
| 3 | +$243K | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$238K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$231K |
Top Sells
| 1 | +$935K | |
| 2 | +$783K | |
| 3 | +$637K | |
| 4 |
Walmart Inc
WMT
|
+$628K |
| 5 |
Amazon
AMZN
|
+$591K |
Sector Composition
| 1 | Technology | 18.99% |
| 2 | Healthcare | 13.32% |
| 3 | Consumer Staples | 10.44% |
| 4 | Financials | 9.79% |
| 5 | Industrials | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Northeast Community Bancorp
NECB
$320M
| – | – |
-8,750
|
|