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
351
$15.5K 0.01%
+625
352
$15.4K 0.01%
250
-901
353
$15.3K 0.01%
+168
354
– –
0
355
$15.2K 0.01%
+675
356
$15.2K 0.01%
525
-210
357
$15K 0.01%
+75
358
$15K 0.01%
+205
359
$14.8K 0.01%
755
360
$14.7K 0.01%
33
+23
361
$14.3K 0.01%
350
-250
362
$13.9K 0.01%
+625
363
$13.6K 0.01%
186
+6
364
$13.4K 0.01%
425
-50
365
$13.1K 0.01%
+130
366
$13K 0.01%
170
367
$13K 0.01%
350
368
$12.9K 0.01%
1,750
369
$12.8K 0.01%
225
-25
370
$12.8K 0.01%
1,000
371
$12.4K 0.01%
13
-23
372
$12.4K 0.01%
96
-35
373
$12.4K 0.01%
22
-5
374
$12.2K 0.01%
350
-65
375
$12.2K 0.01%
605
13 14
15
16 17