BAM

Byrne Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 28.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.08M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.04M
5
XOM icon
Exxon Mobil
XOM
+$1.03M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$1.17M
4
PG icon
Procter & Gamble
PG
+$1.12M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.1M

Sector Composition

1 Technology 29.04%
2 Financials 12.89%
3 Communication Services 11.13%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50.1K 0.03%
1,150
+8
227
$50.1K 0.03%
511
-5
228
$50K 0.03%
690
229
$50K 0.03%
800
+70
230
$49.9K 0.03%
+940
231
$49.8K 0.03%
522
232
$49.5K 0.03%
1,240
233
$49.5K 0.03%
249
+2
234
$49K 0.03%
7,105
-1,286
235
$48.5K 0.03%
630
-70
236
$48.2K 0.03%
4,750
237
$48.2K 0.03%
750
238
$48.1K 0.03%
+850
239
$47.9K 0.03%
572
-8
240
$47.8K 0.03%
308
+38
241
$47.7K 0.03%
+12,220
242
$47.5K 0.03%
+42,400
243
$47.3K 0.03%
+2,125
244
– –
-185
245
$47.1K 0.03%
+2,127
246
$47K 0.03%
+2,125
247
$46.7K 0.03%
+538
248
$46.2K 0.03%
+7,952
249
$46.1K 0.03%
342
+42
250
$45.1K 0.03%
284
8 9
10
11 12