LAM
Lynch Asset Management Portfolio holdings
AUM
$283M
This Quarter Return
+24.04%
1 Year Return
+22.05%
3 Year Return
+195.91%
5 Year Return
–
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(+27%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
6.26%
Top 10 Holdings %
Top 10 Hldgs %
60.1%
Holding
59
New
15
Increased
19
Reduced
2
Closed
3
Top Buys
| 1 |
Broadcom
AVGO
|
$4.66M |
| 2 |
Eaton
ETN
|
$3.93M |
| 3 |
Trane Technologies
TT
|
$3.06M |
| 4 |
Tesla
TSLA
|
$1.59M |
| 5 |
Home Depot
HD
|
$1.47M |
Top Sells
| 1 |
Comcast
CMCSA
|
$1.18M |
| 2 |
PayPal
PYPL
|
$803K |
| 3 |
Nike
NKE
|
$639K |
| 4 |
Princeton Bancorp
BPRN
|
$518K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$173K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$490B
| $37.7K | 0.01% |
+350
| New | +$37.7K |
|
52
OGE Energy
OGE
$8.93B
| $35.5K | 0.01% |
+800
| New | +$35.5K |
|
53
DraftKings
DKNG
$23.5B
| $34.3K | 0.01% |
+800
| New | +$34.3K |
|
54
Duke Energy
DUK
$94.8B
| $29.5K | 0.01% |
+250
| New | +$29.5K |
|
55
Park Hotels & Resorts
PK
$2.31B
| $12.3K | ﹤0.01% |
+1,200
| New | +$12.3K |
|
56
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.21B
| $10.6K | ﹤0.01% |
+250
| New | +$10.6K |
|
|
57
Princeton Bancorp
BPRN
$231M
| – | – |
-16,946
| Closed | -$518K |
|
|
58
Comcast
CMCSA
$125B
| – | – |
-32,000
| Closed | -$1.18M |
|
|
59
PayPal
PYPL
$65.9B
| – | – |
-12,300
| Closed | -$803K |
|