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
$234M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$561K
3
+$490K
4
DIS icon
Walt Disney
DIS
+$64.5K
5
CI icon
Cigna
CI
+$49.6K

Top Sells

1
+$1.61M
2
+$560K
3
+$285K
4
GEHC icon
GE HealthCare
GEHC
+$227K
5
ETSY icon
Etsy
ETSY
+$206K

Sector Composition

1 Technology 47.17%
2 Healthcare 15%
3 Communication Services 11.99%
4 Consumer Discretionary 9.15%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.07%
33,350
+6,500
27
$2.43M 1.04%
14,050
28
$2.17M 0.93%
10,500
29
$2.12M 0.91%
2,500
30
$2.1M 0.9%
5,450
+1,500
31
$1.92M 0.82%
9,700
32
$1.72M 0.73%
5,000
33
$1.48M 0.63%
37,800
-14,300
34
$1.42M 0.6%
18,200
+7,200
35
$1.35M 0.58%
9,250
36
$1.25M 0.53%
44,500
37
$1.21M 0.51%
20,000
38
$1.1M 0.47%
3,500
39
$876K 0.37%
15,100
-400
40
$699K 0.3%
5,650
41
$537K 0.23%
9,100
-3,500
42
$324K 0.14%
5,100
43
– –
-2,500
1
2