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
$116M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.19M
3
+$947K
4
PANW icon
Palo Alto Networks
PANW
+$803K
5
NOW icon
ServiceNow
NOW
+$703K

Top Sells

1
+$3.95M
2
+$712K
3
+$560K
4
BXP icon
Boston Properties
BXP
+$521K
5
WBA
Walgreens Boots Alliance
WBA
+$471K

Sector Composition

1 Technology 26.8%
2 Healthcare 26.47%
3 Consumer Discretionary 11.47%
4 Communication Services 10.76%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,100
52
– –
-15,000
53
– –
-10,000
54
– –
-4,000
1 2
3