LAM
Lynch Asset Management Portfolio holdings
AUM
$318M
1-Year Est. Return
30.26%
This Fund
S&P 500
1 Year Est. Return
+30.26%
AUM
$313M
AUM Growth
+$29.1M
(+10%)
Holding
60
Top Buys
| 1 | +$1.41M | |
| 2 | +$800K | |
| 3 | +$744K | |
| 4 |
Palo Alto Networks
PANW
|
+$488K |
| 5 |
Broadcom
AVGO
|
+$337K |
Top Sells
| 1 | +$1.58M | |
| 2 | +$650K | |
| 3 | +$341K | |
| 4 |
Citigroup
C
|
+$237K |
| 5 |
IBM
IBM
|
+$209K |
Sector Composition
| 1 | Technology | 51.59% |
| 2 | Communication Services | 12.01% |
| 3 | Healthcare | 9.4% |
| 4 | Consumer Discretionary | 8.05% |
| 5 | Industrials | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Deere & Co
DE
$156B
| $45.7K | 0.01% |
+100
|
|
||
52
McKesson
MCK
$108B
| $38.6K | 0.01% |
+50
|
|
||
53
Duke Energy
DUK
$103B
| $30.9K | 0.01% |
250
|
|
||
54
DraftKings
DKNG
$11.5B
| $29.9K | 0.01% |
800
|
|
||
55
Park Hotels & Resorts
PK
$2.09B
| $13.3K | ﹤0.01% |
1,200
|
|
||
56
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.06B
| $11K | ﹤0.01% |
250
|
|
||
57
GE HealthCare
GEHC
$32.1B
| – | – |
-2,500
|
|
||
58
OGE Energy
OGE
$10.1B
| – | – |
-800
|
|
||
59
Schwab International Equity ETF
SCHF
$58.5B
| – | – |
-2,004
|
|
||
60
Exxon Mobil
XOM
$670B
| – | – |
-350
|
|