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
$283M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.93M
3
+$3.06M
4
TSLA icon
Tesla
TSLA
+$1.59M
5
HD icon
Home Depot
HD
+$1.47M

Top Sells

1
+$1.18M
2
+$803K
3
+$639K
4
BPRN icon
Princeton Bancorp
BPRN
+$518K
5
VXUS icon
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 Change
in Stake 		Capital Flow
XOM icon
51
Exxon Mobil
XOM
$479B
$37.7K 0.01%
+350
OGE icon
52
OGE Energy
OGE
$9.36B
$35.5K 0.01%
+800
DKNG icon
53
DraftKings
DKNG
$16.9B
$34.3K 0.01%
+800
DUK icon
54
Duke Energy
DUK
$99.9B
$29.5K 0.01%
+250
PK icon
55
Park Hotels & Resorts
PK
$2.16B
$12.3K ﹤0.01%
+1,200
SPYD icon
56
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$10.6K ﹤0.01%
+250
BPRN icon
57
Princeton Bancorp
BPRN
$202M
– –
-16,946
CMCSA icon
58
Comcast
CMCSA
$109B
– –
-32,000
PYPL icon
59
PayPal
PYPL
$64.4B
– –
-12,300
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