LAM

Lynch Asset Management Portfolio holdings

AUM $283M
1-Year Est. Return 22.05%
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.93M
3
+$3.06M
4
TSLA icon
Tesla
TSLA
+$1.59M
5
HD icon
Home Depot
HD
+$1.47M

Top Sells

1
+$1.18M
2
+$803K
3
+$639K
4
BPRN icon
Princeton Bancorp
BPRN
+$518K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$173K

Sector Composition

1 Technology 49.87%
2 Communication Services 11.83%
3 Healthcare 9.73%
4 Consumer Discretionary 8.93%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.46T
$3.65M 1.29%
11,500
+5,000
TT icon
27
Trane Technologies
TT
$92.5B
$3.5M 1.23%
8,000
+7,000
QCOM icon
28
Qualcomm
QCOM
$176B
$3.33M 1.17%
20,900
CI icon
29
Cigna
CI
$79.9B
$3.31M 1.17%
10,000
HD icon
30
Home Depot
HD
$390B
$3.3M 1.16%
9,000
+4,000
COST icon
31
Costco
COST
$415B
$3.27M 1.15%
3,300
+900
CMG icon
32
Chipotle Mexican Grill
CMG
$56.1B
$2.81M 0.99%
50,000
SPOT icon
33
Spotify
SPOT
$138B
$2.69M 0.95%
3,500
ULTA icon
34
Ulta Beauty
ULTA
$23.9B
$2.55M 0.9%
5,450
AVB icon
35
AvalonBay Communities
AVB
$26.6B
$2.14M 0.75%
10,500
NKE icon
36
Nike
NKE
$99.6B
$1.84M 0.65%
25,850
-9,000
VXUS icon
37
Vanguard Total International Stock ETF
VXUS
$107B
$1.74M 0.61%
25,150
-2,500
SBUX icon
38
Starbucks
SBUX
$97B
$1.73M 0.61%
18,850
JNJ icon
39
Johnson & Johnson
JNJ
$465B
$1.7M 0.6%
11,150
+100
PFE icon
40
Pfizer
PFE
$139B
$1.13M 0.4%
46,700
MRK icon
41
Merck
MRK
$212B
$712K 0.25%
9,000
+200
C icon
42
Citigroup
C
$174B
$426K 0.15%
5,000
VUG icon
43
Vanguard Growth ETF
VUG
$195B
$194K 0.07%
+443
GEHC icon
44
GE HealthCare
GEHC
$33.8B
$185K 0.07%
2,500
JAKK icon
45
Jakks Pacific
JAKK
$215M
$158K 0.06%
+7,600
VTV icon
46
Vanguard Value ETF
VTV
$147B
$145K 0.05%
+818
WMT icon
47
Walmart
WMT
$859B
$78.2K 0.03%
+800
VOO icon
48
Vanguard S&P 500 ETF
VOO
$757B
$55.1K 0.02%
+97
SCHF icon
49
Schwab International Equity ETF
SCHF
$52.4B
$44.3K 0.02%
+2,004
PSX icon
50
Phillips 66
PSX
$52.2B
$41.8K 0.01%
+350
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