LAM

Lynch Asset Management Portfolio holdings

AUM $318M
1-Year Est. Return 30.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.39M
3
+$2.76M
4
TSLA icon
Tesla
TSLA
+$1.51M
5
HD icon
Home Depot
HD
+$1.45M

Top Sells

1
+$1.18M
2
+$803K
3
+$540K
4
BPRN icon
Princeton Bancorp
BPRN
+$518K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$162K

Sector Composition

1 Technology 49.87%
2 Communication Services 11.83%
3 Healthcare 9.73%
4 Consumer Discretionary 8.93%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.29%
11,500
+5,000
27
$3.5M 1.23%
8,000
+7,000
28
$3.33M 1.17%
20,900
29
$3.31M 1.17%
10,000
30
$3.3M 1.16%
9,000
+4,000
31
$3.27M 1.15%
3,300
+900
32
$2.81M 0.99%
50,000
33
$2.69M 0.95%
3,500
34
$2.55M 0.9%
5,450
35
$2.14M 0.75%
10,500
36
$1.84M 0.65%
25,850
-9,000
37
$1.74M 0.61%
25,150
-2,500
38
$1.73M 0.61%
18,850
39
$1.7M 0.6%
11,150
+100
40
$1.13M 0.4%
46,700
41
$712K 0.25%
9,000
+200
42
$426K 0.15%
5,000
43
$194K 0.07%
+443
44
$185K 0.07%
2,500
45
$158K 0.06%
+7,600
46
$145K 0.05%
+818
47
$78.2K 0.03%
+800
48
$55.1K 0.02%
+97
49
$44.3K 0.02%
+2,004
50
$41.8K 0.01%
+350
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