LAM

Lynch Asset Management Portfolio holdings

AUM $298M
1-Year Est. Return 33.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$800K
3
+$744K
4
PANW icon
Palo Alto Networks
PANW
+$488K
5
AVGO icon
Broadcom
AVGO
+$337K

Top Sells

1
+$1.58M
2
+$650K
3
+$341K
4
C icon
Citigroup
C
+$237K
5
IBM icon
IBM
IBM
+$209K

Sector Composition

1 Technology 51.59%
2 Communication Services 12.01%
3 Healthcare 9.4%
4 Consumer Discretionary 8.05%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.17%
9,000
27
$3.61M 1.15%
27,500
-2,500
28
$3.38M 1.08%
8,000
29
$3.33M 1.07%
3,600
+300
30
$2.98M 0.95%
5,450
31
$2.81M 0.9%
9,750
-250
32
$2.79M 0.89%
16,800
-4,100
33
$2.44M 0.78%
3,500
34
$2.11M 0.68%
11,400
+250
35
$2.03M 0.65%
10,500
36
$1.96M 0.63%
50,000
37
$1.85M 0.59%
25,150
38
$1.62M 0.52%
19,100
+250
39
$1.13M 0.36%
44,500
-2,200
40
$763K 0.24%
+1,000
41
$755K 0.24%
9,000
42
$328K 0.1%
4,700
-21,150
43
$254K 0.08%
2,500
-2,500
44
$212K 0.07%
2,658
45
$153K 0.05%
818
46
$142K 0.05%
7,600
47
$82.4K 0.03%
800
48
$67.4K 0.02%
110
+13
49
$60.9K 0.02%
+250
50
$47.6K 0.02%
350
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