LAM

Lynch Asset Management Portfolio holdings

AUM $298M
1-Year Est. Return 33.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$800K
3
+$744K
4
PANW icon
Palo Alto Networks
PANW
+$488K
5
AVGO icon
Broadcom
AVGO
+$337K

Top Sells

1
+$1.58M
2
+$650K
3
+$341K
4
C icon
Citigroup
C
+$237K
5
IBM icon
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
$45.7K 0.01%
+100
52
$38.6K 0.01%
+50
53
$30.9K 0.01%
250
54
$29.9K 0.01%
800
55
$13.3K ﹤0.01%
1,200
56
$11K ﹤0.01%
250
57
– –
-2,500
58
– –
-800
59
– –
-2,004
60
– –
-350
1 2
3