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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$164K
3
+$120K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K
5
PYPL icon
PayPal
PYPL
+$81.1K

Top Sells

1
+$3.84M
2
+$1.28M
3
+$1.25M
4
DE icon
Deere & Co
DE
+$1.18M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.7K 0.02%
1,550
-220
227
$32.7K 0.02%
880
-40
228
$32.6K 0.02%
9,100
-3,600
229
$31.6K 0.02%
418
+14
230
$31.3K 0.02%
4,480
+2,680
231
$31.2K 0.02%
11,700
-3,300
232
$31.2K 0.02%
1,800
-150
233
$30.8K 0.02%
225
-75
234
$30.4K 0.02%
110
235
$30.3K 0.02%
+950
236
$30.1K 0.02%
+1,800
237
$29.7K 0.02%
135
-50
238
$29.6K 0.02%
175
239
$29K 0.02%
380
-92
240
$29K 0.02%
227
-142
241
$28.9K 0.02%
1,500
-200
242
$28.2K 0.02%
2,900
-800
243
$28K 0.02%
5,700
+1,400
244
$27.9K 0.02%
242
-68
245
$27.3K 0.02%
13,000
+7,400
246
– –
-3,850
247
$27.2K 0.02%
+865
248
$27.1K 0.02%
1,175
-950
249
$26K 0.02%
+6,300
250
$25.9K 0.02%
180
+30
8 9
10
11 12