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
$223M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$337K
3
+$202K
4
NVO icon
Novo Nordisk
NVO
+$79.9K
5
MRK icon
Merck
MRK
+$71.8K

Top Sells

1
+$204K
2
+$62.2K
3
+$52.2K
4
FDX icon
FedEx
FDX
+$24.4K
5
AAPL icon
Apple
AAPL
+$22.2K

Sector Composition

1 Technology 44.72%
2 Healthcare 13.65%
3 Communication Services 12.78%
4 Consumer Discretionary 9.02%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMG icon
26
Chipotle Mexican Grill
CMG
$56.1B
$2.51M 1.13%
50,000
COST icon
27
Costco
COST
$415B
$2.27M 1.02%
2,400
AVB icon
28
AvalonBay Communities
AVB
$26.6B
$2.25M 1.01%
10,500
NKE icon
29
Nike
NKE
$99.6B
$2.21M 0.99%
34,850
ULTA icon
30
Ulta Beauty
ULTA
$23.9B
$2M 0.9%
5,450
SPOT icon
31
Spotify
SPOT
$138B
$1.93M 0.86%
3,500
SBUX icon
32
Starbucks
SBUX
$97B
$1.85M 0.83%
18,850
JNJ icon
33
Johnson & Johnson
JNJ
$465B
$1.83M 0.82%
11,050
+300
HD icon
34
Home Depot
HD
$390B
$1.83M 0.82%
5,000
VXUS icon
35
Vanguard Total International Stock ETF
VXUS
$107B
$1.72M 0.77%
27,650
+1,000
TSLA icon
36
Tesla
TSLA
$1.46T
$1.68M 0.76%
6,500
+100
PFE icon
37
Pfizer
PFE
$139B
$1.18M 0.53%
46,700
+1,200
CMCSA icon
38
Comcast
CMCSA
$109B
$1.18M 0.53%
32,000
PYPL icon
39
PayPal
PYPL
$64.4B
$803K 0.36%
12,300
-800
MRK icon
40
Merck
MRK
$212B
$790K 0.35%
8,800
+800
BPRN icon
41
Princeton Bancorp
BPRN
$202M
$518K 0.23%
+16,946
C icon
42
Citigroup
C
$174B
$355K 0.16%
5,000
TT icon
43
Trane Technologies
TT
$92.5B
$337K 0.15%
+1,000
GEHC icon
44
GE HealthCare
GEHC
$33.8B
$202K 0.09%
+2,500
JAKK icon
45
Jakks Pacific
JAKK
$215M
– –
-7,250
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