BAM

Byrne Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
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
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23K 0.01%
433
+261
277
$22K 0.01%
350
278
$22K 0.01%
7,600
+2,020
279
$22K 0.01%
250
280
$22K 0.01%
5,148
+2,700
281
$21K 0.01%
100
282
$21K 0.01%
1,800
283
$21K 0.01%
192
284
$21K 0.01%
450
285
$20K 0.01%
300
286
$20K 0.01%
+1,291
287
$20K 0.01%
+150
288
$20K 0.01%
525
289
$20K 0.01%
+260
290
$20K 0.01%
13,872
+10,840
291
$19K 0.01%
440
292
$19K 0.01%
+1,300
293
$19K 0.01%
525
294
$19K 0.01%
105
-35
295
$19K 0.01%
1,575
+642
296
$18K 0.01%
406
-100
297
$18K 0.01%
275
-225
298
$18K 0.01%
83
+23
299
$18K 0.01%
1,526
300
$18K 0.01%
1,200
10 11
12
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