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
301
$27.6K 0.02%
227
-122
302
$26.1K 0.02%
135
303
$25.6K 0.02%
750
304
$25.5K 0.02%
305
-133
305
$25.4K 0.02%
125
306
$24.9K 0.02%
320
-13
307
$24.7K 0.02%
360
308
$23.5K 0.01%
173
309
$23.5K 0.01%
600
310
– –
-300
311
$23K 0.01%
+400
312
$22.6K 0.01%
225
313
$22.5K 0.01%
500
314
$22.2K 0.01%
+8,800
315
$22.1K 0.01%
1,000
316
$21.9K 0.01%
190
317
$21.6K 0.01%
575
318
$21.5K 0.01%
+16,770
319
$21.4K 0.01%
150
320
$21.4K 0.01%
+100
321
$21.2K 0.01%
400
322
$20.9K 0.01%
150
-175
323
$20.2K 0.01%
+196
324
$19.9K 0.01%
300
325
$19.8K 0.01%
350
-80
11 12
13
14 15