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
$174M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$869K
4
COST icon
Costco
COST
+$660K
5
PFE icon
Pfizer
PFE
+$527K

Top Sells

1
+$1.13M
2
+$588K
3
+$562K
4
DASH icon
DoorDash
DASH
+$481K
5
AAPL icon
Apple
AAPL
+$293K

Sector Composition

1 Technology 37.68%
2 Healthcare 17.38%
3 Communication Services 13.17%
4 Consumer Discretionary 11.35%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 15.85%
558,500
2
$11M 6.33%
106,800
3
$10M 5.75%
71,850
-150
4
$7.7M 4.41%
39,970
-1,520
5
$7.34M 4.21%
47,350
-500
6
$6.71M 3.85%
17,850
+150
7
$6.52M 3.74%
42,900
8
$6.28M 3.6%
17,750
-25
9
$5.79M 3.32%
11,000
10
$5.72M 3.28%
8,100
11
$4.78M 2.74%
32,400
12
$4.38M 2.51%
17,300
13
$4.32M 2.48%
18,050
14
$4.26M 2.44%
11,050
15
$4.25M 2.44%
16,650
-2,200
16
$4.05M 2.32%
27,150
17
$3.44M 1.97%
13,200
+2,000
18
$3.34M 1.92%
22,670
-580
19
$3.2M 1.83%
15,000
+5,000
20
$3.02M 1.73%
20,900
-300
21
$2.95M 1.69%
6,925
-35
22
$2.95M 1.69%
32,675
+4,100
23
$2.92M 1.67%
30,000
24
$2.87M 1.65%
9,600
25
$2.78M 1.6%
25,650
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