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
$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
326
$13K 0.01%
+571
327
$13K 0.01%
+50
328
$13K 0.01%
+350
329
$13K 0.01%
+150
330
$13K 0.01%
+300
331
$13K 0.01%
+494
332
$13K 0.01%
+1,633
333
$13K 0.01%
+435
334
$12K 0.01%
+98
335
$12K 0.01%
+598
336
$12K 0.01%
+150
337
$12K 0.01%
+517
338
$12K 0.01%
+153
339
$12K 0.01%
+350
340
$12K 0.01%
+933
341
$12K 0.01%
+843
342
$12K 0.01%
+122
343
$12K 0.01%
+6,096
344
$11K 0.01%
+36
345
$11K 0.01%
+816
346
$11K 0.01%
+33
347
$11K 0.01%
+57
348
$11K 0.01%
+4,352
349
$11K 0.01%
+300
350
$11K 0.01%
+400
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