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
301
$15K 0.01%
+400
302
$15K 0.01%
+1,150
303
$15K 0.01%
+870
304
$15K 0.01%
+481
305
$15K 0.01%
+150
306
$15K 0.01%
+200
307
$15K 0.01%
+132
308
$15K 0.01%
+299
309
$15K 0.01%
+5,580
310
$15K 0.01%
+1,630
311
$15K 0.01%
+75
312
$14K 0.01%
+816
313
$14K 0.01%
+121
314
$14K 0.01%
+60
315
$14K 0.01%
+400
316
$14K 0.01%
+506
317
$14K 0.01%
+220
318
$14K 0.01%
+38
319
$13K 0.01%
+350
320
$13K 0.01%
+300
321
$13K 0.01%
+494
322
$13K 0.01%
+1,633
323
$13K 0.01%
+435
324
$13K 0.01%
+81
325
$13K 0.01%
+300
11 12
13
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