LAM

Lynch Asset Management Portfolio holdings

AUM $298M
1-Year Est. Return 33.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.47M
3
+$1.33M
4
UNH icon
UnitedHealth
UNH
+$506K
5
CRWD icon
CrowdStrike
CRWD
+$244K

Top Sells

1
+$968K
2
+$891K
3
+$292K
4
FDX icon
FedEx
FDX
+$121K
5
ABBV icon
AbbVie
ABBV
+$66.5K

Sector Composition

1 Technology 50.06%
2 Communication Services 12.2%
3 Industrials 10%
4 Healthcare 8.45%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.3T
$93.9M 31.51%
538,700
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.51T
$20.5M 6.87%
71,250
META icon
3
Meta Platforms (Facebook)
META
$1.59T
$10.1M 3.38%
17,625
+25
AAPL icon
4
Apple
AAPL
$4.57T
$10.1M 3.38%
39,700
CMI icon
5
Cummins
CMI
$93.6B
$9.98M 3.35%
18,550
ABBV icon
6
AbbVie
ABBV
$397B
$9.86M 3.31%
45,350
-300
MSFT icon
7
Microsoft
MSFT
$3.18T
$9.41M 3.16%
25,425
+5,000
GS icon
8
Goldman Sachs
GS
$322B
$9.34M 3.13%
11,040
AMZN icon
9
Amazon
AMZN
$2.73T
$8.88M 2.98%
42,650
CRWD icon
10
CrowdStrike
CRWD
$183B
$7.68M 2.58%
19,675
+575
AMD icon
11
Advanced Micro Devices
AMD
$853B
$7.23M 2.42%
35,525
FDX icon
12
FedEx
FDX
$78.3B
$5.91M 1.98%
16,600
-350
AVGO icon
13
Broadcom
AVGO
$1.98T
$5.74M 1.93%
18,550
+300
PANW icon
14
Palo Alto Networks
PANW
$228B
$5.61M 1.88%
35,000
+7,900
CVX icon
15
Chevron
CVX
$375B
$5.61M 1.88%
27,100
ETN icon
16
Eaton
ETN
$163B
$4.87M 1.63%
13,620
+160
MA icon
17
Mastercard
MA
$426B
$4.78M 1.6%
9,575
VB icon
18
Vanguard Small-Cap ETF
VB
$77.3B
$4.75M 1.59%
18,150
+50
UNH icon
19
UnitedHealth
UNH
$360B
$4.51M 1.51%
16,650
+1,700
NOW icon
20
ServiceNow
NOW
$123B
$4.36M 1.46%
41,675
+100
TSLA icon
21
Tesla
TSLA
$1.57T
$4.31M 1.45%
11,600
DIS icon
22
Walt Disney
DIS
$173B
$4.04M 1.35%
41,900
-400
V icon
23
Visa
V
$609B
$3.97M 1.33%
13,150
NVO
24
Novo Nordisk
NVO
$194B
$3.97M 1.33%
108,050
-300
COST icon
25
Costco
COST
$431B
$3.84M 1.29%
3,850
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