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
$116M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.05M
3
+$699K
4
PANW icon
Palo Alto Networks
PANW
+$698K
5
TSLA icon
Tesla
TSLA
+$616K

Top Sells

1
+$4.59M
2
+$746K
3
+$591K
4
BXP icon
Boston Properties
BXP
+$497K
5
WBA
Walgreens Boots Alliance
WBA
+$471K

Sector Composition

1 Technology 26.8%
2 Healthcare 26.47%
3 Consumer Discretionary 11.47%
4 Communication Services 10.76%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.45%
9,500
27
$1.66M 1.43%
15,750
+10,000
28
$1.58M 1.36%
5,000
+1,000
29
$1.55M 1.34%
22,250
+10,000
30
$1.39M 1.19%
50,000
+10,000
31
$1.34M 1.15%
29,600
32
$1.32M 1.14%
11,700
-300
33
$985K 0.85%
8,000
+5,000
34
$972K 0.84%
9,800
-2,800
35
$895K 0.77%
6,750
-1,250
36
$838K 0.72%
7,000
37
$793K 0.68%
7,150
38
$769K 0.66%
15,000
39
$680K 0.59%
1,450
40
$459K 0.4%
6,450
41
$341K 0.29%
5,050
-7,350
42
$324K 0.28%
4,100
43
$295K 0.25%
6,050
44
$271K 0.23%
4,000
45
$253K 0.22%
13,000
46
$246K 0.21%
7,500
47
$234K 0.2%
4,775
-1,500
48
$227K 0.2%
2,250
-2,750
49
$171K 0.15%
2,500
50
– –
-4,000
1
2
3