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
$122M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$828K
3
+$741K
4
TSLA icon
Tesla
TSLA
+$673K
5
ULTA icon
Ulta Beauty
ULTA
+$559K

Top Sells

1
+$375K
2
+$254K
3
+$223K
4
RIVN icon
Rivian
RIVN
+$206K
5
KHC icon
Kraft Heinz
KHC
+$191K

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
55
– –
-2,700
56
– –
-4,100
57
– –
-15,000
1 2
3