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
$247M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$189K
3
+$119K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$97.2K
5
NOW icon
ServiceNow
NOW
+$79.5K

Top Sells

1
+$383K
2
+$284K
3
+$235K
4
TSLA icon
Tesla
TSLA
+$121K
5
DIS icon
Walt Disney
DIS
+$33.4K

Sector Composition

1 Technology 47.78%
2 Communication Services 12.67%
3 Healthcare 11.92%
4 Consumer Discretionary 9.59%
5 Financials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.11%
9,900
+250
27
$2.64M 1.07%
34,850
-3,750
28
$2.58M 1.05%
6,400
-300
29
$2.37M 0.96%
5,450
30
$2.31M 0.94%
10,500
31
$2.2M 0.89%
2,400
32
$1.94M 0.79%
5,000
33
$1.72M 0.7%
18,850
+650
34
$1.57M 0.64%
26,650
+1,650
35
$1.57M 0.63%
3,500
36
$1.55M 0.63%
10,750
37
$1.21M 0.49%
45,500
+600
38
$1.2M 0.49%
32,000
39
$1.12M 0.45%
13,100
40
$796K 0.32%
8,000
+1,200
41
$352K 0.14%
5,000
42
$204K 0.08%
+7,250
43
– –
-6,900
44
– –
-2,500
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