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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.35M
3
+$5.23M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K 0.01%
+2,992
377
$8K 0.01%
+25
378
$8K 0.01%
+1,200
379
$8K 0.01%
+167
380
$8K 0.01%
+180
381
$8K 0.01%
+67
382
$8K 0.01%
+2,176
383
$8K 0.01%
+261
384
$8K 0.01%
+98
385
$8K 0.01%
+113
386
$8K 0.01%
+200
387
$8K 0.01%
+55
388
$7K ﹤0.01%
+400
389
$7K ﹤0.01%
+90
390
$7K ﹤0.01%
+200
391
$7K ﹤0.01%
+400
392
$7K ﹤0.01%
+170
393
$7K ﹤0.01%
+200
394
$7K ﹤0.01%
+72
395
$7K ﹤0.01%
+130
396
$7K ﹤0.01%
+58
397
$7K ﹤0.01%
+200
398
$7K ﹤0.01%
+38
399
$7K ﹤0.01%
+45
400
$7K ﹤0.01%
+75
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