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
$238M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$464K
3
+$410K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$324K
5
VB icon
Vanguard Small-Cap ETF
VB
+$308K

Top Sells

1
+$785K
2
+$242K
3
+$156K
4
ETSY icon
Etsy
ETSY
+$122K
5
COST icon
Costco
COST
+$88.7K

Sector Composition

1 Technology 46.14%
2 Healthcare 15.04%
3 Communication Services 12.03%
4 Consumer Discretionary 9.32%
5 Financials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.31%
14,050
27
$2.88M 1.21%
50,000
28
$2.37M 0.99%
10,500
29
$2.13M 0.89%
2,400
-100
30
$2.12M 0.89%
5,450
31
$2.03M 0.85%
5,000
32
$1.77M 0.75%
18,200
33
$1.75M 0.74%
6,700
-3,000
34
$1.74M 0.73%
10,750
+1,500
35
$1.62M 0.68%
25,000
+5,000
36
$1.34M 0.56%
32,000
-5,800
37
$1.3M 0.55%
44,900
+400
38
$1.29M 0.54%
3,500
39
$1.02M 0.43%
13,100
-2,000
40
$772K 0.32%
6,800
+1,150
41
$383K 0.16%
6,900
-2,200
42
$313K 0.13%
5,000
-100
43
$235K 0.1%
+2,500
1
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