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
$122M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$976K
3
+$819K
4
PANW icon
Palo Alto Networks
PANW
+$798K
5
NKE icon
Nike
NKE
+$591K

Top Sells

1
+$223K
2
+$218K
3
+$206K
4
KHC icon
Kraft Heinz
KHC
+$200K
5
WBD icon
Warner Bros
WBD
+$92.7K

Sector Composition

1 Technology 25.13%
2 Healthcare 24.69%
3 Consumer Discretionary 13.79%
4 Communication Services 12.66%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.25%
13,000
52
$264K 0.22%
4,000
53
$216K 0.18%
7,500
54
$134K 0.11%
10,000
-5,000
55
– –
-2,700
56
– –
-4,100
1 2
3