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Evan J. Lynch

@Lynch & Associates In

Latest period2024 - Q4ReportedManaged Assets$460.882MTotal holdings116
Assets growth rate-2.56%Assets growth rate (2-Q avg)2.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynch & Associates In's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Lynch & Associates In over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 460.882M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 2.01%. The portfolio is managed by Evan J. Lynch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ADBEAdobe Sys Inc
Recent Activity
Decreased -21.88%
0.15%
$660,350
1,485 shares@ $444.69 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 7.94%
0.15%
$649,583
17,476 shares@ $37.18 avg price
RDVYFirst Trust Exchange-traded Fd
Recent Activity
Increased 9.96%
0.14%
$642,379
10,862 shares@ $59.15 avg price
IVEIshares S&p 500 Value Index
Recent Activity
Decreased -0.41%
0.14%
$637,921
3,342 shares@ $190.89 avg price
FUTYFidelity Msci Utilities Index
Recent Activity
Decreased -1.36%
0.14%
$632,742
12,974 shares@ $48.78 avg price
EBCEastern Bankshares
Recent Activity
0.14%
$603,750
35,000 shares@ $17.25 avg price
IWMIshares Russell 2000 Index
Recent Activity
0.13%
$574,496
2,600 shares@ $220.96 avg price
FMDEFidelity Enhanced Mid Cap Etf
Recent Activity
Increased 13.33%
0.13%
$569,783
17,345 shares@ $32.85 avg price
TSLATesla Motors Inc
Recent Activity
Decreased -12.8%
0.12%
$541,549
1,341 shares@ $403.84 avg price
CGDVCapital Group Dividend Value E
Recent Activity
Increased 39.99%
0.12%
$541,135
15,347 shares@ $35.26 avg price