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
276
$36K 0.02%
+385
277
$36K 0.02%
125
278
$35.9K 0.02%
1,700
279
– –
-514
280
$35.4K 0.02%
+712
281
$33.4K 0.02%
220
282
– –
-500
283
$32.6K 0.02%
175
284
$32.6K 0.02%
+1,690
285
$32.5K 0.02%
+13,970
286
$32.5K 0.02%
+5,020
287
$32.3K 0.02%
+4,270
288
$32K 0.02%
227
289
$31K 0.02%
110
290
$30.4K 0.02%
230
-28
291
$30.3K 0.02%
+105
292
$29.8K 0.02%
31,320
-2,889
293
$29.2K 0.02%
619
-165
294
$28.8K 0.02%
48
+1
295
$28.6K 0.02%
+9,312
296
$28.3K 0.02%
150
-30
297
$28.2K 0.02%
670
+7
298
$28.2K 0.02%
36
-18
299
$28K 0.02%
57
-49
300
$27.6K 0.02%
59
10 11
12
13 14