LAM

Lynch Asset Management Portfolio holdings

AUM $298M
1-Year Est. Return 33.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$800K
3
+$744K
4
PANW icon
Palo Alto Networks
PANW
+$488K
5
AVGO icon
Broadcom
AVGO
+$337K

Top Sells

1
+$1.58M
2
+$650K
3
+$341K
4
C icon
Citigroup
C
+$237K
5
IBM icon
IBM
IBM
+$209K

Sector Composition

1 Technology 51.59%
2 Communication Services 12.01%
3 Healthcare 9.4%
4 Consumer Discretionary 8.05%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$100M 32.11%
537,900
+800
2
$17.3M 5.52%
71,000
3
$12.9M 4.12%
17,525
-150
4
$10.6M 3.4%
45,850
5
$10.4M 3.34%
20,125
+100
6
$9.99M 3.2%
39,225
+100
7
$9.31M 2.98%
42,400
+250
8
$9.29M 2.97%
18,950
+3,100
9
$8.8M 2.82%
11,050
10
$7.79M 2.49%
18,450
11
$7.5M 2.4%
40,775
+400
12
$6.03M 1.93%
108,700
13
$5.94M 1.9%
18,000
+1,100
14
$5.85M 1.87%
36,150
-250
15
$5.43M 1.74%
26,650
+2,550
16
$5.39M 1.72%
9,475
+50
17
$5.16M 1.65%
11,600
+100
18
$5.11M 1.64%
14,800
+300
19
$4.94M 1.58%
13,200
+2,200
20
$4.91M 1.57%
42,900
+225
21
$4.6M 1.47%
18,100
+265
22
$4.4M 1.41%
12,900
-400
23
$4.21M 1.35%
27,100
24
$3.97M 1.27%
16,850
-800
25
$3.67M 1.17%
13,000
-800
1
2 3