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
$130M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$254K
3
+$212K
4
BX icon
Blackstone
BX
+$197K
5
IBM icon
IBM
IBM
+$171K

Top Sells

1
+$3.48M
2
+$2.56M
3
+$1.87M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.71M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.26M

Sector Composition

1 Technology 16.99%
2 Healthcare 13.9%
3 Financials 10.22%
4 Consumer Discretionary 7.77%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K 0.01%
419
-200
352
$7K 0.01%
130
-25
353
$7K 0.01%
1,000
354
$7K 0.01%
183
355
$7K 0.01%
350
356
$7K 0.01%
+187
357
$6K ﹤0.01%
+77
358
$6K ﹤0.01%
600
-3,363
359
$6K ﹤0.01%
45
-10
360
$6K ﹤0.01%
500
361
$6K ﹤0.01%
+50
362
$6K ﹤0.01%
131
363
$6K ﹤0.01%
45
364
$6K ﹤0.01%
100
-64
365
$6K ﹤0.01%
100
366
$6K ﹤0.01%
72
367
$6K ﹤0.01%
50
-100
368
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177
369
$6K ﹤0.01%
25
370
$6K ﹤0.01%
1,000
371
$6K ﹤0.01%
40
372
$6K ﹤0.01%
+2,350
373
$6K ﹤0.01%
300
374
$5K ﹤0.01%
400
375
$5K ﹤0.01%
182
13 14
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