BAM

Byrne Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K 0.01%
579
+240
352
$11K 0.01%
162
+62
353
$11K 0.01%
+1,000
354
$11K 0.01%
223
+30
355
$11K 0.01%
488
-355
356
$11K 0.01%
40
-10
357
$11K 0.01%
+850
358
$11K 0.01%
605
+344
359
$10K 0.01%
146
-133
360
$10K 0.01%
500
361
$10K 0.01%
33
+4
362
$10K 0.01%
113
363
$10K 0.01%
100
-125
364
$10K 0.01%
57
365
$10K 0.01%
350
366
$10K 0.01%
200
367
$10K 0.01%
300
368
$9K 0.01%
118
+28
369
$9K 0.01%
182
370
$9K 0.01%
36
371
$9K 0.01%
145
-100
372
$9K 0.01%
177
373
$9K 0.01%
58
+3
374
$8K 0.01%
150
375
$8K 0.01%
25
13 14
15
16 17