BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.05%
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
+$1.15M
2
+$1.13M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
AIG icon
American International
AIG
+$888K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$436K
4
CPAY icon
Corpay
CPAY
+$434K
5
SIRI icon
SiriusXM
SIRI
+$390K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.02%
250
-50
252
$27K 0.02%
2,400
253
$27K 0.02%
300
254
$26K 0.02%
+2,030
255
$26K 0.02%
+4,005
256
$26K 0.02%
577
+160
257
$26K 0.02%
225
258
$26K 0.02%
961
+417
259
$25K 0.02%
750
260
$25K 0.02%
450
261
$25K 0.02%
870
+272
262
$25K 0.02%
400
-150
263
$25K 0.02%
+520
264
$24K 0.02%
300
-100
265
$24K 0.02%
1,391
+521
266
$24K 0.02%
110
267
$24K 0.02%
+863
268
$24K 0.02%
1,930
+815
269
$24K 0.02%
198
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270
$24K 0.02%
638
+132
271
$23K 0.01%
131
-309
272
$23K 0.01%
140
-170
273
$23K 0.01%
225
274
$23K 0.01%
+2,288
275
$23K 0.01%
1,000
9 10
11
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