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
326
$19.8K 0.01%
150
327
$19.8K 0.01%
101
328
$19.7K 0.01%
1,350
329
$19.5K 0.01%
64
330
$19.3K 0.01%
102
331
$18.7K 0.01%
800
-200
332
$18.5K 0.01%
215
-25
333
$18.3K 0.01%
212
+2
334
$17.9K 0.01%
1,400
335
$17.9K 0.01%
+100
336
$17.8K 0.01%
1,370
337
$17.6K 0.01%
500
-1,754
338
$17.4K 0.01%
700
-350
339
$17.4K 0.01%
575
-125
340
$17.1K 0.01%
53
341
$17.1K 0.01%
20,503
+1,500
342
$16.5K 0.01%
+500
343
$16.4K 0.01%
+335
344
$16.1K 0.01%
+295
345
$16K 0.01%
1,800
-4,712
346
$15.7K 0.01%
380
-330
347
$15.7K 0.01%
+66
348
$15.6K 0.01%
325
349
$15.5K 0.01%
73
350
$15.5K 0.01%
58
+10
12 13
14
15 16