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
$213M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$483K
2
+$227K
3
+$198K
4
PFE icon
Pfizer
PFE
+$172K
5
JNJ icon
Johnson & Johnson
JNJ
+$158K

Top Sells

1
+$858K
2
+$686K
3
+$329K
4
ROKU icon
Roku
ROKU
+$284K
5
ABBV icon
AbbVie
ABBV
+$273K

Sector Composition

1 Technology 42.54%
2 Healthcare 16.4%
3 Communication Services 12.76%
4 Consumer Discretionary 9.75%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 1.26%
14,050
-300
27
$2.52M 1.19%
26,850
+1,200
28
$2.26M 1.06%
52,100
29
$2.07M 0.97%
3,950
30
$1.95M 0.92%
10,500
31
$1.92M 0.9%
5,000
32
$1.83M 0.86%
2,500
33
$1.71M 0.8%
9,700
+350
34
$1.46M 0.69%
9,250
+1,000
35
$1.23M 0.58%
44,500
+6,200
36
$1.21M 0.57%
20,000
37
$1.04M 0.49%
15,500
-2,000
38
$1.01M 0.47%
11,000
+700
39
$924K 0.43%
3,500
-2,600
40
$866K 0.41%
12,600
+600
41
$746K 0.35%
5,650
42
$323K 0.15%
5,100
43
$227K 0.11%
+2,500
44
– –
-7,250
45
– –
-3,100
46
– –
-2,800
47
– –
-10,000
1
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