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

Top Buys

1
+$1.47M
2
+$164K
3
+$120K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K
5
PYPL icon
PayPal
PYPL
+$81.1K

Top Sells

1
+$3.84M
2
+$1.28M
3
+$1.25M
4
DE icon
Deere & Co
DE
+$1.18M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

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
351
$12.5K 0.01%
5,290
+4,365
352
$12.5K 0.01%
+185
353
$12.5K 0.01%
158
354
$12.3K 0.01%
1,815
+150
355
$12.2K 0.01%
1,075
+100
356
$12K 0.01%
+270
357
$12K 0.01%
+41
358
$11.9K 0.01%
210
359
$11.9K 0.01%
+720
360
– –
-178
361
$11.8K 0.01%
150
362
$11.7K 0.01%
102
+15
363
$11.6K 0.01%
45
364
$11.4K 0.01%
350
365
$11.2K 0.01%
100
366
$11.1K 0.01%
605
367
$11.1K 0.01%
600
+75
368
$11K 0.01%
228
369
$10.7K 0.01%
29
370
$10.6K 0.01%
23
-7
371
$10.6K 0.01%
+125
372
$10.5K 0.01%
140
-995
373
$10.5K 0.01%
12
374
$10.4K 0.01%
+80
375
$10.3K 0.01%
45
13 14
15
16 17