BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.18M
4
HII icon
Huntington Ingalls Industries
HII
+$1.08M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M

Top Sells

1
+$1.13M
2
+$1.1M
3
+$997K
4
MA icon
Mastercard
MA
+$975K
5
PYPL icon
PayPal
PYPL
+$939K

Sector Composition

1 Technology 27.98%
2 Financials 13.79%
3 Consumer Discretionary 11.17%
4 Communication Services 10.43%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38.9K 0.03%
164
-32
277
$38.7K 0.03%
270
278
$38.5K 0.03%
+2,963
279
$38.2K 0.03%
600
-90
280
$36.7K 0.02%
213
-2,879
281
– –
-1,550
282
$36.1K 0.02%
300
+30
283
$33.8K 0.02%
425
-350
284
– –
-135
285
$32.9K 0.02%
784
+24
286
$31.9K 0.02%
300
287
$31.9K 0.02%
110
288
$31.3K 0.02%
710
+400
289
$30.9K 0.02%
175
290
$30.3K 0.02%
227
291
$29.9K 0.02%
+514
292
$29.8K 0.02%
34,209
+5,304
293
$29.6K 0.02%
220
294
$29.6K 0.02%
+33,600
295
$29.1K 0.02%
1,288
+125
296
$28.8K 0.02%
750
297
$28.4K 0.02%
180
-4
298
$28.4K 0.02%
+1,267
299
$27.5K 0.02%
135
300
$27.5K 0.02%
+663
10 11
12
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