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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.2M
3
+$9.18M
4
AAPL icon
Apple
AAPL
+$7.63M
5
ABBV icon
AbbVie
ABBV
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.19%
2 Healthcare 20.21%
3 Consumer Discretionary 14.77%
4 Communication Services 13.83%
5 Financials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.13%
+9,500
27
$1.43M 0.99%
+12,400
28
$1.4M 0.97%
+40,000
29
$1.38M 0.96%
+11,800
30
$1.26M 0.88%
+9,400
31
$1.25M 0.86%
+3,000
32
$1.04M 0.72%
+10,000
33
$951K 0.66%
+2,500
34
$913K 0.63%
+17,500
35
$885K 0.61%
+15,000
36
$847K 0.59%
+7,125
37
$549K 0.38%
+7,150
38
$540K 0.38%
+15,000
39
$395K 0.27%
+1,500
40
$354K 0.25%
+15,000
41
$337K 0.23%
+3,250
42
$318K 0.22%
+1,250
43
$294K 0.2%
+7,500
44
$285K 0.2%
+13,000
45
$235K 0.16%
+2,700
46
$233K 0.16%
+4,000
47
$210K 0.15%
+2,250
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