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
$247M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$189K
3
+$119K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$97.2K
5
NOW icon
ServiceNow
NOW
+$79.5K

Top Sells

1
+$383K
2
+$284K
3
+$235K
4
TSLA icon
Tesla
TSLA
+$121K
5
DIS icon
Walt Disney
DIS
+$33.4K

Sector Composition

1 Technology 47.78%
2 Communication Services 12.67%
3 Healthcare 11.92%
4 Consumer Discretionary 9.59%
5 Financials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72M 29.17%
536,250
+250
2
$13.4M 5.43%
70,750
3
$10.4M 4.2%
17,700
+50
4
$9.72M 3.94%
38,825
5
$9.2M 3.73%
106,950
+650
6
$9.19M 3.72%
41,900
7
$8.56M 3.47%
8,075
+75
8
$8.15M 3.3%
45,850
9
$7.57M 3.06%
17,950
+100
10
$6.33M 2.56%
11,050
11
$6.12M 2.48%
17,550
12
$5.79M 2.35%
11,450
+50
13
$5.29M 2.14%
15,475
14
$4.94M 2%
17,550
+250
15
$4.75M 1.92%
42,675
-300
16
$4.29M 1.74%
35,475
+300
17
$4.22M 1.71%
23,200
18
$4.2M 1.7%
13,300
+100
19
$4.11M 1.66%
17,085
+785
20
$3.93M 1.59%
27,100
21
$3.72M 1.51%
30,000
22
$3.65M 1.48%
6,925
23
$3.21M 1.3%
20,900
24
$3.09M 1.25%
14,050
25
$3.02M 1.22%
50,000
1
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