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

Top Buys

1
+$168K
2
+$123K
3
+$104K
4
PYPL icon
PayPal
PYPL
+$79.9K
5
CXDO icon
Crexendo
CXDO
+$78.1K

Top Sells

1
+$1.29M
2
+$1.25M
3
+$1.19M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
GEV icon
GE Vernova
GEV
+$1.12M

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
251
$25.8K 0.02%
1,520
-560
252
$25.4K 0.02%
3,830
+100
253
$25.4K 0.02%
630
+100
254
$25K 0.02%
258
+30
255
$25K 0.02%
2,680
+240
256
– –
-41
257
$24.8K 0.02%
630
+70
258
$24.6K 0.02%
4,000
+1,400
259
$24.5K 0.02%
1,110
-2,100
260
$23.5K 0.02%
700
+40
261
$23.3K 0.02%
620
+120
262
$23.3K 0.02%
240
-30
263
$23.1K 0.02%
290
-55
264
$22.9K 0.02%
3,900
-800
265
$22.4K 0.02%
+2,400
266
– –
0
267
– –
-1,500
268
$22.1K 0.02%
+288
269
$22.1K 0.02%
+900
270
$22.1K 0.02%
112
-6
271
$21.5K 0.02%
195
-50
272
$21.3K 0.01%
420
-140
273
$21K 0.01%
250
274
$20.9K 0.01%
540
-240
275
$20.9K 0.01%
540
-20
9 10
11
12 13