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
$139M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$816K
3
+$736K
4
DIS icon
Walt Disney
DIS
+$630K
5
JNJ icon
Johnson & Johnson
JNJ
+$404K

Top Sells

1
+$895K
2
+$414K
3
+$271K
4
SAVE
Spirit Airlines, Inc.
SAVE
+$253K
5
DAL icon
Delta Air Lines
DAL
+$246K

Sector Composition

1 Technology 32.23%
2 Healthcare 21.41%
3 Communication Services 12.34%
4 Consumer Discretionary 11.19%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,250
52
– –
-2,500
53
– –
-13,000
1 2
3