LAM

Lynch Asset Management Portfolio holdings

AUM $283M
1-Year Est. Return 22.05%
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$828K
3
+$741K
4
TSLA icon
Tesla
TSLA
+$673K
5
ULTA icon
Ulta Beauty
ULTA
+$559K

Top Sells

1
+$375K
2
+$254K
3
+$223K
4
RIVN icon
Rivian
RIVN
+$206K
5
KHC icon
Kraft Heinz
KHC
+$191K

Sector Composition

1 Technology 25.13%
2 Healthcare 24.69%
3 Consumer Discretionary 13.79%
4 Communication Services 12.66%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.18M 7.51%
605,500
2
$7.92M 6.48%
72,700
+2,600
3
$7.79M 6.37%
50,850
4
$6.16M 5.04%
12,000
5
$6.14M 5.02%
60,100
+5,000
6
$5.95M 4.87%
106,800
7
$5.88M 4.81%
42,990
8
$5.43M 4.44%
20,600
9
$4.6M 3.76%
43,300
+7,800
10
$4.15M 3.39%
28,650
11
$3.97M 3.25%
17,500
12
$3.52M 2.88%
11,850
13
$3.49M 2.86%
18,050
+500
14
$3.33M 2.72%
12,950
+450
15
$2.94M 2.4%
23,000
16
$2.73M 2.23%
8,660
17
$2.6M 2.13%
13,200
18
$2.53M 2.07%
5,325
+1,025
19
$2.39M 1.96%
14,850
+800
20
$2.39M 1.95%
30,000
21
$2.33M 1.91%
12,000
22
$2.24M 1.83%
57,100
23
$2.17M 1.77%
15,350
+2,000
24
$2.07M 1.69%
21,925
+4,750
25
$1.69M 1.38%
9,500
1
2 3