LAM
Lynch Asset Management Portfolio holdings
AUM
$283M
This Quarter Return
-3.99%
1 Year Return
+22.05%
3 Year Return
+195.91%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(-2.8%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
54.96%
Holding
53
New
6
Increased
5
Reduced
3
Closed
–
Top Buys
| 1 |
Twilio
TWLO
|
$627K |
| 2 |
Etsy
ETSY
|
$441K |
| 3 |
DoorDash
DASH
|
$380K |
| 4 |
Salesforce
CRM
|
$372K |
| 5 |
Advanced Micro Devices
AMD
|
$352K |
Top Sells
| 1 |
Goldman Sachs
GS
|
$330K |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$112K |
| 3 |
Alibaba
BABA
|
$98K |
Sector Composition
| 1 | Technology | 27.78% |
| 2 | Healthcare | 21.74% |
| 3 | Consumer Discretionary | 13.42% |
| 4 | Communication Services | 13.28% |
| 5 | Financials | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Palo Alto Networks
PANW
$127B
| $233K | 0.17% |
375
| – | – |
|
52
Oracle
ORCL
$633B
| $223K | 0.16% |
2,700
| – | – |
|
53
Rivian
RIVN
$16.8B
| $206K | 0.15% |
4,100
+850
| +26% | +$42.7K |
|