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
251
– –
-325
252
$44.5K 0.03%
180
253
$43.9K 0.03%
2,450
-2,765
254
$43.7K 0.03%
+1,115
255
$43.2K 0.03%
+2,120
256
$43.1K 0.03%
+5,040
257
$43.1K 0.03%
1,725
258
$42.7K 0.03%
600
259
$42K 0.03%
+1,500
260
$41.8K 0.03%
+858
261
$41.8K 0.03%
+2,434
262
– –
0
263
– –
-164
264
$41.3K 0.03%
400
+362
265
$40.8K 0.03%
400
266
$40.8K 0.03%
425
267
– –
-16,960
268
$40.2K 0.02%
215
+2
269
$38.8K 0.02%
+100
270
$38.5K 0.02%
230
-110
271
$38.3K 0.02%
850
-510
272
$37.9K 0.02%
12,630
-8,862
273
$37.8K 0.02%
+750
274
$37.7K 0.02%
160
-30
275
$36.4K 0.02%
415
9 10
11
12 13