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
$174M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$869K
4
COST icon
Costco
COST
+$660K
5
PFE icon
Pfizer
PFE
+$527K

Top Sells

1
+$1.13M
2
+$588K
3
+$562K
4
DASH icon
DoorDash
DASH
+$481K
5
AAPL icon
Apple
AAPL
+$293K

Sector Composition

1 Technology 37.68%
2 Healthcare 17.38%
3 Communication Services 13.17%
4 Consumer Discretionary 11.35%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 1.35%
14,350
27
$2.32M 1.33%
9,350
28
$2.29M 1.31%
50,000
29
$2.28M 1.31%
52,100
30
$1.97M 1.13%
10,500
31
$1.94M 1.11%
3,950
+2,500
32
$1.73M 0.99%
5,000
33
$1.65M 0.95%
2,500
+1,000
34
$1.29M 0.74%
8,250
+150
35
$1.16M 0.66%
20,000
+15,000
36
$1.15M 0.66%
6,100
37
$1.1M 0.63%
38,300
+18,300
38
$1.07M 0.62%
17,500
+6,050
39
$989K 0.57%
10,300
+300
40
$973K 0.56%
12,000
+5,200
41
$616K 0.35%
5,650
42
$284K 0.16%
3,100
-3,000
43
$262K 0.15%
5,100
-22,000
44
$261K 0.15%
+10,000
45
$258K 0.15%
+7,250
46
$212K 0.12%
2,800
-3,475
47
– –
-6,050
48
– –
-6,300
1
2