LA

Lynch & Associates Portfolio holdings

AUM $518M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$7.95M
3 +$6.92M
4
IBM icon
IBM
IBM
+$5.44M
5
GE icon
GE Aerospace
GE
+$4.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.05%
2 Healthcare 15.26%
3 Consumer Staples 11.7%
4 Energy 9.02%
5 Technology 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13M 8.97%
+150,157
2
$7.95M 5.5%
+88,041
3
$6.92M 4.79%
+80,655
4
$5.44M 3.76%
+29,776
5
$4.9M 3.38%
+44,062
6
$4.28M 2.96%
+55,576
7
$4.11M 2.84%
+118,983
8
$3.87M 2.67%
+167,535
9
$3.64M 2.51%
+136,834
10
$3.1M 2.14%
+77,234
11
$3.08M 2.13%
+19,134
12
$3.04M 2.1%
+40,228
13
$3M 2.07%
+120,777
14
$2.95M 2.04%
+46,651
15
$2.68M 1.85%
+79,119
16
$2.66M 1.84%
+64,357
17
$2.54M 1.75%
+104,718
18
$2.53M 1.75%
+21,410
19
$2.29M 1.59%
+85,838
20
$2.23M 1.54%
+50,458
21
$2.23M 1.54%
+44,651
22
$2.17M 1.5%
+39,814
23
$2.12M 1.47%
+51,381
24
$2.06M 1.42%
+56,945
25
$1.78M 1.23%
+30,452