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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$123K
3
+$104K
4
PYPL icon
PayPal
PYPL
+$79.9K
5
CXDO icon
Crexendo
CXDO
+$78.1K

Top Sells

1
+$1.29M
2
+$1.25M
3
+$1.19M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
GEV icon
GE Vernova
GEV
+$1.12M

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
326
$14.9K 0.01%
475
327
$14.8K 0.01%
540
-10
328
$14.6K 0.01%
250
-10
329
$14.6K 0.01%
135
-11
330
$14.5K 0.01%
400
331
$14.5K 0.01%
+2,700
332
$14.5K 0.01%
+6,600
333
$14.5K 0.01%
+720
334
$14.4K 0.01%
415
+35
335
$14.3K 0.01%
450
336
$14.1K 0.01%
158
337
$13.9K 0.01%
333
338
$13.8K 0.01%
+360
339
$13.8K 0.01%
50
-65
340
$13.7K 0.01%
1,270
+100
341
$13.3K 0.01%
555
+30
342
$13.3K 0.01%
60
-8
343
$13K 0.01%
73
344
$12.8K 0.01%
21
345
$12.8K 0.01%
55
346
$12.7K 0.01%
71
347
$12.6K 0.01%
900
+500
348
$12.6K 0.01%
+75
349
$12.6K 0.01%
230
350
$12.6K 0.01%
90
-110
12 13
14
15 16