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
$181M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$216K
3
+$201K
4
IBM icon
IBM
IBM
+$136K
5
LOW icon
Lowe's Companies
LOW
+$128K

Top Sells

1
+$1.15M
2
+$1.12M
3
+$250K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$205K
5
MDT icon
Medtronic
MDT
+$203K

Sector Composition

1 Industrials 19.55%
2 Healthcare 16.45%
3 Consumer Staples 11.64%
4 Financials 8.65%
5 Technology 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 8.27%
151,237
+330
2
$8.06M 4.47%
86,401
+597
3
$7.17M 3.97%
96,476
+514
4
$6.27M 3.47%
141,643
+877
5
$5.75M 3.18%
210,385
+1,215
6
$5.35M 2.96%
44,276
+555
7
$4.86M 2.69%
163,069
+3,138
8
$4.82M 2.67%
25,006
+305
9
$4.75M 2.63%
92,552
+83
10
$4.74M 2.62%
65,838
+1,676
11
$4.18M 2.32%
30,169
+984
12
$4.1M 2.27%
40,088
-850
13
$4.09M 2.27%
135,659
+800
14
$3.85M 2.13%
46,342
-50
15
$3.42M 1.89%
37,839
16
$3.32M 1.84%
70,448
+1,148
17
$3.29M 1.82%
60,427
-34
18
$3.09M 1.71%
73,452
-1,638
19
$3.08M 1.71%
76,901
+734
20
$2.85M 1.58%
69,393
+2,375
21
$2.77M 1.53%
128,040
+1,653
22
$2.46M 1.36%
26,140
+250
23
$2.44M 1.35%
50,633
-2,761
24
$2.42M 1.34%
30,744
-866
25
$2.32M 1.29%
33,682
+1,855
1
2 3 4 5