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
301
$27.3K 0.02%
500
-115
302
$27.1K 0.02%
36
303
$27K 0.02%
258
304
$25.9K 0.02%
47
-3
305
$25.6K 0.02%
360
306
$25.1K 0.02%
59
-50
307
$25K 0.02%
875
308
$24.3K 0.02%
5,034
+493
309
$23.5K 0.02%
700
-50
310
$23.5K 0.02%
+38
311
$22.8K 0.02%
333
-22
312
$22.6K 0.02%
225
313
$22K 0.01%
125
314
$21.7K 0.01%
500
315
$21K 0.01%
300
316
$20.8K 0.01%
1,000
317
$20.8K 0.01%
190
318
$20.7K 0.01%
735
-150
319
$20.6K 0.01%
173
320
$20.5K 0.01%
430
-20
321
$20.3K 0.01%
600
-160
322
$20.1K 0.01%
+1,400
323
$19.5K 0.01%
1,000
-75
324
$19.2K 0.01%
300
325
$19K 0.01%
1,350
11 12
13
14 15