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
$152M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$138K
2
+$71.7K
3
+$51.4K

Top Sells

1
+$756K
2
+$644K
3
+$607K
4
ABBV icon
AbbVie
ABBV
+$373K
5
IBM icon
IBM
IBM
+$309K

Sector Composition

1 Technology 36.46%
2 Healthcare 18.56%
3 Communication Services 13.64%
4 Consumer Discretionary 10.52%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.52%
52,100
27
$2.01M 1.32%
14,350
-2,200
28
$1.89M 1.24%
10,000
29
$1.83M 1.2%
50,000
30
$1.8M 1.19%
10,500
31
$1.51M 0.99%
5,000
32
$1.26M 0.83%
8,100
-3,900
33
$1.11M 0.73%
27,100
34
$943K 0.62%
6,100
35
$913K 0.6%
10,000
-1,000
36
$847K 0.56%
1,500
37
$669K 0.44%
11,450
38
$663K 0.44%
20,000
39
$588K 0.39%
6,300
-1,100
40
$582K 0.38%
5,650
-1,000
41
$579K 0.38%
1,450
42
$481K 0.32%
6,050
43
$439K 0.29%
6,800
-200
44
$431K 0.28%
6,100
45
$367K 0.24%
6,275
46
$268K 0.18%
5,000
47
– –
-8,000
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