LAM

Lynch Asset Management Portfolio holdings

AUM $318M
1-Year Est. Return 30.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.39M
3
+$2.76M
4
TSLA icon
Tesla
TSLA
+$1.51M
5
HD icon
Home Depot
HD
+$1.45M

Top Sells

1
+$1.18M
2
+$803K
3
+$540K
4
BPRN icon
Princeton Bancorp
BPRN
+$518K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$162K

Sector Composition

1 Technology 49.87%
2 Communication Services 11.83%
3 Healthcare 9.73%
4 Consumer Discretionary 8.93%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.9M 29.93%
537,100
+750
2
$13M 4.6%
17,675
3
$12.5M 4.41%
71,000
4
$9.96M 3.51%
20,025
+2,050
5
$9.25M 3.26%
42,150
6
$8.51M 3%
45,850
7
$8.3M 2.93%
40,375
8
$8.07M 2.85%
15,850
+375
9
$8.03M 2.83%
39,125
+400
10
$7.82M 2.76%
11,050
11
$7.5M 2.65%
108,700
+600
12
$6.04M 2.13%
18,450
+700
13
$5.3M 1.87%
9,425
+2,500
14
$5.29M 1.87%
42,675
+150
15
$5.17M 1.82%
36,400
+700
16
$4.93M 1.74%
24,100
+900
17
$4.72M 1.67%
13,300
18
$4.66M 1.64%
+16,900
19
$4.52M 1.6%
14,500
+3,050
20
$4.23M 1.49%
17,835
+750
21
$4.07M 1.44%
13,800
22
$4.01M 1.42%
17,650
+200
23
$4M 1.41%
30,000
24
$3.93M 1.39%
+11,000
25
$3.88M 1.37%
27,100
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