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
$122M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$828K
3
+$741K
4
TSLA icon
Tesla
TSLA
+$673K
5
ULTA icon
Ulta Beauty
ULTA
+$559K

Top Sells

1
+$375K
2
+$254K
3
+$223K
4
RIVN icon
Rivian
RIVN
+$206K
5
KHC icon
Kraft Heinz
KHC
+$191K

Sector Composition

1 Technology 25.13%
2 Healthcare 24.69%
3 Consumer Discretionary 13.79%
4 Communication Services 12.66%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.11%
29,600
27
$1.1M 0.9%
12,400
28
$1.1M 0.9%
4,000
+1,000
29
$1.05M 0.86%
40,000
30
$969K 0.79%
+5,750
31
$959K 0.78%
12,550
+750
32
$926K 0.76%
11,250
+9,000
33
$895K 0.73%
12,000
+2,600
34
$888K 0.73%
10,000
35
$825K 0.67%
5,000
+2,000
36
$786K 0.64%
15,000
37
$673K 0.55%
+3,000
38
$653K 0.53%
7,150
39
$572K 0.47%
7,500
+4,275
40
$570K 0.47%
15,000
41
$559K 0.46%
+1,450
42
$526K 0.43%
6,275
+975
43
$513K 0.42%
7,000
+3,450
44
$456K 0.37%
4,000
-2,225
45
$450K 0.37%
6,450
+3,450
46
$429K 0.35%
2,500
47
$387K 0.32%
6,050
+2,800
48
$385K 0.31%
4,100
+1,800
49
$382K 0.31%
10,000
-5,000
50
$337K 0.28%
4,100
+1,500
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