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

Top Buys

1
+$1.47M
2
+$164K
3
+$120K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K
5
PYPL icon
PayPal
PYPL
+$81.1K

Top Sells

1
+$3.84M
2
+$1.28M
3
+$1.25M
4
DE icon
Deere & Co
DE
+$1.18M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

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
276
$20.8K 0.01%
+124
277
$20.4K 0.01%
29
-25
278
$20.3K 0.01%
186
-52
279
$20.3K 0.01%
900
-300
280
$20.1K 0.01%
720
+20
281
$20.1K 0.01%
225
282
– –
0
283
$19.9K 0.01%
375
-110
284
$19.7K 0.01%
173
285
– –
-590
286
$19.7K 0.01%
300
287
$19.6K 0.01%
1,350
-300
288
$19.6K 0.01%
+1,800
289
$19.6K 0.01%
482
+231
290
$19.6K 0.01%
106
-74
291
$19.4K 0.01%
300
292
$19.3K 0.01%
775
-960
293
$19.3K 0.01%
192
294
$19K 0.01%
190
295
$18.9K 0.01%
+1,800
296
$18.9K 0.01%
1,000
297
$18.6K 0.01%
1,000
-100
298
$18.5K 0.01%
3,600
-900
299
$18.5K 0.01%
250
+10
300
$18.5K 0.01%
80
10 11
12
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