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
$139M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$923K
3
+$745K
4
DIS icon
Walt Disney
DIS
+$626K
5
CRWD icon
CrowdStrike
CRWD
+$412K

Top Sells

1
+$895K
2
+$430K
3
+$271K
4
SAVE
Spirit Airlines, Inc.
SAVE
+$253K
5
DAL icon
Delta Air Lines
DAL
+$246K

Sector Composition

1 Technology 32.23%
2 Healthcare 21.41%
3 Communication Services 12.34%
4 Consumer Discretionary 11.19%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.45%
12,000
27
$1.98M 1.42%
52,100
-5,000
28
$1.9M 1.36%
+10,000
29
$1.86M 1.33%
12,000
+2,500
30
$1.83M 1.31%
8,800
+800
31
$1.71M 1.23%
50,000
32
$1.48M 1.06%
5,000
33
$1.39M 1%
29,600
34
$1.15M 0.82%
11,000
+1,200
35
$929K 0.67%
8,000
-3,700
36
$870K 0.62%
11,450
+5,000
37
$816K 0.59%
20,000
+5,000
38
$815K 0.58%
6,100
+2,000
39
$791K 0.57%
1,450
40
$779K 0.56%
7,000
41
$745K 0.53%
+1,500
42
$707K 0.51%
6,650
-500
43
$418K 0.3%
6,275
+1,500
44
$402K 0.29%
+6,100
45
$385K 0.28%
6,050
46
$354K 0.25%
6,550
+1,500
47
$276K 0.2%
+5,000
48
– –
-4,000
49
– –
-6,750
50
– –
-7,500
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