LAM
Lynch Asset Management Portfolio holdings
AUM $223M
AUM
$223M
AUM Growth
-$24.1M (-10%)
Cap. Flow
+$1.41M
Cap. Flow % of AUM
0.63%
Top 10 Holdings %Top 10 Hldgs %
59.36%
Holding
45
New
3
Increased
13
Reduced
6
Closed
1
Top Buys
| 1 | $518K | |
| 2 | $337K | |
| 3 | $202K | |
| 4 | $79.9K | |
| 5 | $71.8K |
Top Sells
| 1 | $62.2K | |
| 2 | $52.2K | |
| 3 | $24.4K | |
| 4 | $22.2K | |
| 5 | $14.8K |
Sector Composition
| 1 | Technology | 44.72% |
| 2 | Healthcare | 13.65% |
| 3 | Communication Services | 12.78% |
| 4 | Consumer Discretionary | 9.02% |
| 5 | Financials | 7.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $58.1M | 26.09% | 536,350 +100 | +0% | +$10.8K | |||
| $11M | 4.93% | 71,000 +250 | +0.4% | +$38.7K | |||
| $10.2M | 4.57% | 17,675 -25 | -0.1% | -$14.4K | |||
| $9.61M | 4.31% | 45,850 | – | – | |||
| $8.6M | 3.86% | 38,725 -100 | -0.3% | -$22.2K | |||
| $8.02M | 3.6% | 42,150 +250 | +0.6% | +$47.6K | |||
| $7.51M | 3.37% | 108,100 +1,150 | +1% | +$79.9K | |||
| $6.75M | 3.03% | 17,975 +25 | +0.1% | +$9.39K | |||
| $6.43M | 2.89% | 8,075 | – | – | |||
| $6.04M | 2.71% | 11,050 | – | – | |||
| $6M | 2.69% | 11,450 | – | – | |||
| $5.56M | 2.5% | 17,750 +200 | +1% | +$62.7K | |||
| $5.46M | 2.45% | 15,475 | – | – | |||
| $4.66M | 2.09% | 13,300 | – | – | |||
| $4.53M | 2.03% | 27,100 | – | – | |||
| $4.25M | 1.91% | 17,450 -100 | -0.6% | -$24.4K | |||
| $4.2M | 1.88% | 42,525 -150 | -0.4% | -$14.8K | |||
| $3.96M | 1.78% | 23,200 | – | – | |||
| $3.8M | 1.7% | 6,925 | – | – | |||
| $3.79M | 1.7% | 17,085 | – | – | |||
| $3.67M | 1.65% | 35,700 +225 | +0.6% | +$23.1K | |||
| $3.43M | 1.54% | 13,800 -250 | -2% | -$62.2K | |||
| $3.29M | 1.48% | 10,000 +100 | +1% | +$32.9K | |||
| $3.29M | 1.48% | 30,000 | – | – | |||
| $3.21M | 1.44% | 20,900 | – | – |
