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
$155M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$228K
2
+$144K
3
+$128K
4
NOW icon
ServiceNow
NOW
+$70.2K
5
DIS icon
Walt Disney
DIS
+$17.9K

Top Sells

1
+$592K
2
+$354K
3
+$284K
4
C icon
Citigroup
C
+$115K
5
AAPL icon
Apple
AAPL
+$97K

Sector Composition

1 Technology 36.59%
2 Healthcare 18.93%
3 Communication Services 12.74%
4 Consumer Discretionary 11.13%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.42%
16,550
27
$2.16M 1.39%
52,100
28
$2.14M 1.38%
50,000
29
$1.99M 1.28%
10,000
30
$1.99M 1.28%
10,500
-1,500
31
$1.99M 1.28%
12,000
32
$1.55M 1%
5,000
33
$1.25M 0.8%
27,100
-2,500
34
$1.09M 0.7%
11,000
35
$979K 0.63%
6,100
36
$951K 0.61%
7,400
-600
37
$808K 0.52%
1,500
38
$767K 0.49%
6,650
39
$764K 0.49%
11,450
40
$734K 0.47%
20,000
41
$682K 0.44%
1,450
42
$592K 0.38%
7,000
43
$462K 0.3%
6,050
44
$399K 0.26%
6,275
45
$390K 0.25%
6,100
46
$280K 0.18%
5,000
47
$228K 0.15%
+8,000
48
– –
-6,550
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