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
$238M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$464K
3
+$410K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$324K
5
VB icon
Vanguard Small-Cap ETF
VB
+$308K

Top Sells

1
+$785K
2
+$242K
3
+$156K
4
ETSY icon
Etsy
ETSY
+$122K
5
COST icon
Costco
COST
+$88.7K

Sector Composition

1 Technology 46.14%
2 Healthcare 15.04%
3 Communication Services 12.03%
4 Consumer Discretionary 9.32%
5 Financials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.1M 27.38%
536,000
2
$12.7M 5.32%
106,300
+1,500
3
$11.7M 4.94%
70,750
-100
4
$10.1M 4.25%
17,650
5
$9.05M 3.81%
45,850
6
$9.05M 3.8%
38,825
-125
7
$7.81M 3.28%
41,900
8
$7.68M 3.23%
17,850
9
$7.16M 3.01%
8,000
-75
10
$6.67M 2.8%
11,400
11
$5.77M 2.43%
35,175
+2,500
12
$5.68M 2.39%
17,550
13
$5.47M 2.3%
11,050
14
$4.73M 1.99%
17,300
15
$4.34M 1.83%
15,475
16
$4.13M 1.74%
42,975
+5,700
17
$3.99M 1.68%
27,100
-50
18
$3.96M 1.67%
23,200
19
$3.87M 1.63%
16,300
+1,300
20
$3.63M 1.53%
13,200
21
$3.55M 1.49%
20,900
22
$3.42M 1.44%
6,925
23
$3.41M 1.44%
38,600
+5,250
24
$3.34M 1.41%
9,650
-100
25
$3.28M 1.38%
30,000
1
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