LAM
Lynch Asset Management Portfolio holdings
AUM
$313M
1-Year Est. Return
33.41%
1 Year Est. Return
+33.41%
AUM
$283M
AUM Growth
+$60.7M
(+27%)
Holding
59
Top Buys
| 1 | +$4.66M | |
| 2 | +$3.93M | |
| 3 | +$3.06M | |
| 4 |
Tesla
TSLA
|
+$1.59M |
| 5 |
Home Depot
HD
|
+$1.47M |
Top Sells
| 1 | +$1.18M | |
| 2 | +$803K | |
| 3 | +$639K | |
| 4 |
Princeton Bancorp
BPRN
|
+$518K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$173K |
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
Exxon Mobil
XOM
$548B
| $37.7K | 0.01% |
+350
|
|
||
52
OGE Energy
OGE
$9B
| $35.5K | 0.01% |
+800
|
|
||
53
DraftKings
DKNG
$16.2B
| $34.3K | 0.01% |
+800
|
|
||
54
Duke Energy
DUK
$92.7B
| $29.5K | 0.01% |
+250
|
|
||
55
Park Hotels & Resorts
PK
$2.28B
| $12.3K | ﹤0.01% |
+1,200
|
|
||
56
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.48B
| $10.6K | ﹤0.01% |
+250
|
|
||
57
Comcast
CMCSA
$101B
| – | – |
-32,000
|
|
||
|
58
Princeton Bancorp
BPRN
$247M
| – | – |
-16,946
|
|
||
59
PayPal
PYPL
$53.2B
| – | – |
-12,300
|
|