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
$283M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.39M
3
+$2.76M
4
TSLA icon
Tesla
TSLA
+$1.51M
5
HD icon
Home Depot
HD
+$1.45M

Top Sells

1
+$1.18M
2
+$803K
3
+$540K
4
BPRN icon
Princeton Bancorp
BPRN
+$518K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$162K

Sector Composition

1 Technology 49.87%
2 Communication Services 11.83%
3 Healthcare 9.73%
4 Consumer Discretionary 8.93%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.7K 0.01%
+350
52
$35.5K 0.01%
+800
53
$34.3K 0.01%
+800
54
$29.5K 0.01%
+250
55
$12.3K ﹤0.01%
+1,200
56
$10.6K ﹤0.01%
+250
57
– –
-16,946
58
– –
-32,000
59
– –
-12,300
1 2
3