LAM
Lynch Asset Management Portfolio holdings
AUM
$298M
1-Year Est. Return
33.83%
This Fund
S&P 500
1 Year Est. Return
+33.83%
AUM
$298M
AUM Growth
-$19.9M
(-6.2%)
Holding
53
Top Buys
| 1 | +$2.09M | |
| 2 | +$1.47M | |
| 3 | +$1.33M | |
| 4 |
UnitedHealth
UNH
|
+$506K |
| 5 |
CrowdStrike
CRWD
|
+$244K |
Top Sells
| 1 | +$968K | |
| 2 | +$891K | |
| 3 | +$292K | |
| 4 |
FedEx
FDX
|
+$121K |
| 5 |
AbbVie
ABBV
|
+$66.5K |
Sector Composition
| 1 | Technology | 50.06% |
| 2 | Communication Services | 12.2% |
| 3 | Industrials | 10% |
| 4 | Healthcare | 8.45% |
| 5 | Consumer Discretionary | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.32B
| $11.4K | ﹤0.01% |
250
|
|
||
52
Citigroup
C
$226B
| – | – |
-2,500
|
|
||
53
Pfizer
PFE
$148B
| – | – |
-35,800
|
|