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 | |
|---|---|---|---|---|---|---|---|
| $2.51M | 1.13% | 50,000 | – | – | |||
| $2.27M | 1.02% | 2,400 | – | – | |||
| $2.25M | 1.01% | 10,500 | – | – | |||
| $2.21M | 0.99% | 34,850 | – | – | |||
| $2M | 0.9% | 5,450 | – | – | |||
| $1.93M | 0.86% | 3,500 | – | – | |||
| $1.85M | 0.83% | 18,850 | – | – | |||
| $1.83M | 0.82% | 11,050 +300 | +3% | +$49.8K | |||
| $1.83M | 0.82% | 5,000 | – | – | |||
| $1.72M | 0.77% | 27,650 +1,000 | +4% | +$62.1K | |||
| $1.68M | 0.76% | 6,500 +100 | +2% | +$25.9K | |||
| $1.18M | 0.53% | 46,700 +1,200 | +3% | +$30.4K | |||
| $1.18M | 0.53% | 32,000 | – | – | |||
| $803K | 0.36% | 12,300 -800 | -6% | -$52.2K | |||
| $790K | 0.35% | 8,800 +800 | +10% | +$71.8K | |||
| $518K | 0.23% | 16,946 | New | +$518K | |||
| $355K | 0.16% | 5,000 | – | – | |||
| $337K | 0.15% | 1,000 | New | +$337K | |||
| $202K | 0.09% | 2,500 | New | +$202K | |||
| $0 | 0% | 0 -7,250 | Closed | – |
