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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
AIG icon
American International
AIG
+$888K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$436K
4
CPAY icon
Corpay
CPAY
+$434K
5
SIRI icon
SiriusXM
SIRI
+$390K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18K 0.01%
+4,370
302
$17K 0.01%
156
+58
303
$17K 0.01%
666
+240
304
$17K 0.01%
400
305
$17K 0.01%
40
306
$17K 0.01%
200
-1,080
307
$17K 0.01%
1,650
308
$17K 0.01%
950
309
$17K 0.01%
1,000
310
$17K 0.01%
1,150
311
$16K 0.01%
1,150
312
$16K 0.01%
83
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313
$16K 0.01%
569
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314
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400
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315
$16K 0.01%
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316
$16K 0.01%
69
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317
$16K 0.01%
300
318
$16K 0.01%
9,696
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319
$15K 0.01%
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320
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330
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322
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600
323
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150
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324
$15K 0.01%
350
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325
$15K 0.01%
8,537
+4,185
11 12
13
14 15