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
$234M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$579K
2
+$561K
3
+$490K
4
DIS icon
Walt Disney
DIS
+$64.5K
5
CI icon
Cigna
CI
+$49.6K

Top Sells

1
+$1.61M
2
+$560K
3
+$285K
4
GEHC icon
GE HealthCare
GEHC
+$227K
5
ETSY icon
Etsy
ETSY
+$206K

Sector Composition

1 Technology 47.17%
2 Healthcare 15%
3 Communication Services 11.99%
4 Consumer Discretionary 9.15%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.2M 28.27%
536,000
-13,000
2
$15M 6.39%
104,800
-2,000
3
$12.9M 5.51%
70,850
-1,000
4
$8.9M 3.8%
17,650
-100
5
$8.2M 3.5%
38,950
-20
6
$8.1M 3.46%
41,900
-1,000
7
$7.98M 3.41%
17,850
8
$7.86M 3.36%
45,850
9
$6.35M 2.71%
8,075
-25
10
$5.93M 2.53%
15,475
-150
11
$5.81M 2.48%
11,400
12
$5.3M 2.26%
32,675
-225
13
$5.19M 2.21%
17,300
14
$5M 2.13%
11,050
15
$4.86M 2.07%
17,550
-500
16
$4.25M 1.81%
27,150
17
$4.16M 1.78%
20,900
18
$3.93M 1.68%
23,200
19
$3.7M 1.58%
37,275
+650
20
$3.46M 1.48%
13,200
21
$3.3M 1.41%
30,000
22
$3.27M 1.4%
15,000
23
$3.22M 1.38%
9,750
+150
24
$3.13M 1.34%
50,000
25
$3.06M 1.3%
6,925
1
2