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
$318M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$305K
2
+$227K
3
+$165K
4
MSFT icon
Microsoft
MSFT
+$150K
5
NVDA icon
NVIDIA
NVDA
+$149K

Top Sells

1
+$2.03M
2
+$219K
3
+$140K
4
DIS icon
Walt Disney
DIS
+$66.1K
5
PSX icon
Phillips 66
PSX
+$47.6K

Sector Composition

1 Technology 50.94%
2 Communication Services 12.84%
3 Healthcare 9.18%
4 Industrials 8.16%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
51
McKesson
MCK
$114B
$41K 0.01%
50
SPYD icon
52
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.42B
$10.8K ﹤0.01%
250
AVB icon
53
AvalonBay Communities
AVB
$25.1B
– –
-10,500
DKNG icon
54
DraftKings
DKNG
$12.6B
– –
-800
DUK icon
55
Duke Energy
DUK
$102B
– –
-250
PK icon
56
Park Hotels & Resorts
PK
$2.28B
– –
-1,200
PSX icon
57
Phillips 66
PSX
$66.7B
– –
-350
1 2
3