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
$139M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$923K
3
+$745K
4
DIS icon
Walt Disney
DIS
+$626K
5
CRWD icon
CrowdStrike
CRWD
+$412K

Top Sells

1
+$895K
2
+$430K
3
+$271K
4
SAVE
Spirit Airlines, Inc.
SAVE
+$253K
5
DAL icon
Delta Air Lines
DAL
+$246K

Sector Composition

1 Technology 32.23%
2 Healthcare 21.41%
3 Communication Services 12.34%
4 Consumer Discretionary 11.19%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 11.45%
574,500
2
$8.5M 6.1%
106,800
3
$8.1M 5.81%
50,850
4
$7.47M 5.36%
72,000
+1,050
5
$6.92M 4.97%
41,990
6
$5.91M 4.24%
12,500
+500
7
$5.1M 3.66%
17,700
+3,200
8
$4.43M 3.18%
42,900
+350
9
$4.43M 3.18%
27,150
10
$4.31M 3.09%
18,050
11
$4M 2.87%
17,500
+500
12
$3.88M 2.78%
11,850
13
$3.87M 2.78%
18,275
+500
14
$3.73M 2.68%
8,025
+250
15
$3.13M 2.24%
31,900
+300
16
$3.05M 2.19%
24,900
+700
17
$3.03M 2.17%
11,850
-500
18
$2.7M 1.94%
21,200
+700
19
$2.67M 1.92%
26,675
+6,250
20
$2.61M 1.88%
30,000
21
$2.57M 1.85%
18,750
+3,000
22
$2.53M 1.81%
6,960
23
$2.53M 1.81%
11,200
24
$2.22M 1.59%
22,250
25
$2.17M 1.56%
16,550
+3,000
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