LAM

Lynch Asset Management Portfolio holdings

AUM $318M
1-Year Est. Return 30.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$305K
2
+$227K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$150K
5
NVDA icon
NVIDIA
NVDA
+$149K

Top Sells

1
+$2.03M
2
+$219K
3
+$140K
4
DIS icon
Walt Disney
DIS
+$66.1K
5
PSX icon
Phillips 66
PSX
+$47.6K

Sector Composition

1 Technology 50.94%
2 Communication Services 12.84%
3 Healthcare 9.18%
4 Industrials 8.16%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.32T
$100M 31.59%
538,700
+800
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.61T
$22.3M 7.01%
71,250
+250
META icon
3
Meta Platforms (Facebook)
META
$1.63T
$11.6M 3.65%
17,600
+75
AAPL icon
4
Apple
AAPL
$3.78T
$10.8M 3.39%
39,700
+475
ABBV icon
5
AbbVie
ABBV
$407B
$10.4M 3.28%
45,650
-200
MSFT icon
6
Microsoft
MSFT
$3.04T
$9.88M 3.11%
20,425
+300
AMZN icon
7
Amazon
AMZN
$2.29T
$9.84M 3.1%
42,650
+250
GS icon
8
Goldman Sachs
GS
$246B
$9.7M 3.05%
11,040
-10
CMI icon
9
Cummins
CMI
$74.5B
$9.47M 2.98%
18,550
+100
CRWD icon
10
CrowdStrike
CRWD
$108B
$8.95M 2.81%
19,100
+150
AMD icon
11
Advanced Micro Devices
AMD
$314B
$7.61M 2.39%
35,525
-625
NOW icon
12
ServiceNow
NOW
$130B
$6.37M 2%
41,575
+800
AVGO icon
13
Broadcom
AVGO
$1.57T
$6.32M 1.99%
18,250
+250
NVO icon
14
Novo Nordisk
NVO
$171B
$5.51M 1.73%
108,350
-350
MA icon
15
Mastercard
MA
$466B
$5.47M 1.72%
9,575
+100
TSLA icon
16
Tesla
TSLA
$1.49T
$5.22M 1.64%
11,600
PANW icon
17
Palo Alto Networks
PANW
$135B
$4.99M 1.57%
27,100
+450
UNH icon
18
UnitedHealth
UNH
$260B
$4.94M 1.55%
14,950
+150
FDX icon
19
FedEx
FDX
$84.4B
$4.9M 1.54%
16,950
+100
DIS icon
20
Walt Disney
DIS
$180B
$4.81M 1.51%
42,300
-600
VB icon
21
Vanguard Small-Cap ETF
VB
$70.7B
$4.67M 1.47%
18,100
V icon
22
Visa
V
$610B
$4.61M 1.45%
13,150
+250
ETN icon
23
Eaton
ETN
$135B
$4.29M 1.35%
13,460
+260
CVX icon
24
Chevron
CVX
$376B
$4.13M 1.3%
27,100
IBM icon
25
IBM
IBM
$243B
$3.81M 1.2%
12,850
-150
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