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
$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
OII icon
351
Oceaneering
OII
$3.57B
$15.5K 0.01%
+625
BKH icon
352
Black Hills Corp
BKH
$5.55B
$15.4K 0.01%
250
-901
EBAY icon
353
eBay
EBAY
$39.8B
$15.3K 0.01%
+168
HTHT icon
354
Huazhu Hotels Group
HTHT
$16.9B
0
MNSO icon
355
MINISO
MNSO
$5.27B
$15.2K 0.01%
+675
CCL icon
356
Carnival Corp
CCL
$40.3B
$15.2K 0.01%
525
-210
GTLS icon
357
Chart Industries
GTLS
$9.31B
$15K 0.01%
+75
DOCS icon
358
Doximity
DOCS
$4.75B
$15K 0.01%
+205
VIPS icon
359
Vipshop
VIPS
$8.28B
$14.8K 0.01%
755
TSLA icon
360
Tesla
TSLA
$1.51T
$14.7K 0.01%
33
+23
OUBS
361
DELISTED
USB AG (NEW)
OUBS
$14.3K 0.01%
350
-250
TIMB icon
362
TIM SA
TIMB
$12.7B
$13.9K 0.01%
+625
OKE icon
363
Oneok
OKE
$54.2B
$13.6K 0.01%
186
+6
PFF icon
364
iShares Preferred and Income Securities ETF
PFF
$14.1B
$13.4K 0.01%
425
-50
SKYW icon
365
Skywest
SKYW
$4.11B
$13.1K 0.01%
+130
USFD icon
366
US Foods
USFD
$21.3B
$13K 0.01%
170
PPL icon
367
PPL Corp
PPL
$29.1B
$13K 0.01%
350
FINV
368
FinVolution Group
FINV
$1.42B
$12.9K 0.01%
1,750
TSCO icon
369
Tractor Supply
TSCO
$27.6B
$12.8K 0.01%
225
-25
VIV icon
370
Telefônica Brasil
VIV
$26.1B
$12.8K 0.01%
1,000
URI icon
371
United Rentals
URI
$52.9B
$12.4K 0.01%
13
-23
MHK icon
372
Mohawk Industries
MHK
$7.7B
$12.4K 0.01%
96
-35
REGN icon
373
Regeneron Pharmaceuticals
REGN
$82.6B
$12.4K 0.01%
22
-5
JD icon
374
JD.com
JD
$37.4B
$12.2K 0.01%
350
-65
NLY icon
375
Annaly Capital Management
NLY
$16.7B
$12.2K 0.01%
605