BAM

Byrne Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.02%
420
+20
227
$35K 0.02%
3,130
+673
228
$35K 0.02%
1,700
-1,800
229
$35K 0.02%
888
+432
230
$35K 0.02%
2,267
231
$35K 0.02%
2,474
+1,304
232
$34K 0.02%
147
+7
233
$34K 0.02%
500
-150
234
$34K 0.02%
48
-6
235
$34K 0.02%
+1,566
236
$33K 0.02%
960
237
$33K 0.02%
1,209
+540
238
$33K 0.02%
65
-2,173
239
$32K 0.02%
2,460
+500
240
$31K 0.02%
+525
241
$30K 0.02%
+760
242
$30K 0.02%
950
+50
243
$30K 0.02%
150
-150
244
$30K 0.02%
406
+27
245
$29K 0.02%
545
246
$29K 0.02%
1,244
+673
247
$29K 0.02%
5,574
+3,942
248
$28K 0.02%
700
249
$28K 0.02%
180
250
$28K 0.02%
988
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10
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