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
$140M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$441K
3
+$380K
4
CRM icon
Salesforce
CRM
+$372K
5
AMD icon
Advanced Micro Devices
AMD
+$352K

Top Sells

1
+$330K
2
+$112K
3
+$98K

Sector Composition

1 Technology 27.78%
2 Healthcare 21.74%
3 Consumer Discretionary 13.42%
4 Communication Services 13.28%
5 Financials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.14%
12,400
27
$1.58M 1.13%
29,600
28
$1.27M 0.91%
40,000
29
$1.2M 0.86%
9,400
30
$1.07M 0.77%
11,800
31
$1.01M 0.73%
10,000
32
$898K 0.64%
3,000
33
$874K 0.62%
5,300
+3,800
34
$777K 0.56%
15,000
35
$678K 0.48%
6,225
-900
36
$672K 0.48%
15,000
-2,500
37
$637K 0.46%
3,000
+1,750
38
$635K 0.45%
2,500
39
$591K 0.42%
15,000
40
$586K 0.42%
7,150
41
$441K 0.32%
+3,550
42
$380K 0.27%
+3,250
43
$375K 0.27%
15,000
44
$352K 0.25%
+3,225
45
$348K 0.25%
+2,300
46
$347K 0.25%
+3,000
47
$325K 0.23%
+2,600
48
$297K 0.21%
7,500
49
$285K 0.2%
13,000
50
$265K 0.19%
4,000
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