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 | +$1.52M | |
| 2 | +$823K | |
| 3 | +$763K | |
| 4 |
Palo Alto Networks
PANW
|
+$519K |
| 5 |
Broadcom
AVGO
|
+$363K |
Top Sells
| 1 | +$1.47M | |
| 2 | +$682K | |
| 3 | +$328K | |
| 4 |
Citigroup
C
|
+$254K |
| 5 |
IBM
IBM
|
+$226K |
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
$144B
| $45.7K | 0.01% |
+100
|
|
||
52
McKesson
MCK
$104B
| $38.6K | 0.01% |
+50
|
|
||
53
Duke Energy
DUK
$92.9B
| $30.9K | 0.01% |
250
|
|
||
54
DraftKings
DKNG
$13.6B
| $29.9K | 0.01% |
800
|
|
||
55
Park Hotels & Resorts
PK
$2.19B
| $13.3K | ﹤0.01% |
1,200
|
|
||
56
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.51B
| $11K | ﹤0.01% |
250
|
|
||
57
GE HealthCare
GEHC
$36.5B
| – | – |
-2,500
|
|
||
58
OGE Energy
OGE
$8.88B
| – | – |
-800
|
|
||
59
Schwab International Equity ETF
SCHF
$58.9B
| – | – |
-2,004
|
|
||
60
Exxon Mobil
XOM
$578B
| – | – |
-350
|
|