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
$154M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1 +$7.08M
2 +$6.35M
3 +$5.23M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$19K 0.01%
+1,650
277
$19K 0.01%
+3,448
278
$19K 0.01%
+1,200
279
$19K 0.01%
+490
280
$18K 0.01%
+1,150
281
$18K 0.01%
+450
282
$18K 0.01%
+6,496
283
$18K 0.01%
+950
284
$18K 0.01%
+430
285
$17K 0.01%
+300
286
$17K 0.01%
+300
287
$17K 0.01%
+1,200
288
$17K 0.01%
+800
289
$16K 0.01%
+245
290
$16K 0.01%
+87
291
$16K 0.01%
+544
292
$16K 0.01%
+571
293
$16K 0.01%
+600
294
$16K 0.01%
+505
295
$16K 0.01%
+272
296
$16K 0.01%
+2,178
297
$16K 0.01%
+300
298
$16K 0.01%
+600
299
$16K 0.01%
+283
300
$16K 0.01%
+550