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
301
$18.4K 0.01%
+1,800
302
$18.2K 0.01%
75
303
$18.1K 0.01%
+2,700
304
$18K 0.01%
+1,800
305
$17.9K 0.01%
102
306
$17.8K 0.01%
+900
307
$17.6K 0.01%
360
-50
308
$17.4K 0.01%
180
-15
309
$17.1K 0.01%
275
-200
310
$17.1K 0.01%
7,200
-2,300
311
$17K 0.01%
300
-300
312
$16.7K 0.01%
150
313
$16.7K 0.01%
+1,800
314
$16.7K 0.01%
+5,700
315
$16.6K 0.01%
108
-72
316
$16.5K 0.01%
2,107
317
– –
-550
318
$15.9K 0.01%
+450
319
$15.8K 0.01%
125
-25
320
$15.8K 0.01%
7,300
-1,700
321
$15.7K 0.01%
+84
322
$15.3K 0.01%
126
-4
323
$15.2K 0.01%
325
324
$15.2K 0.01%
3,000
325
$15.1K 0.01%
1,000
11 12
13
14 15