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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
AIG icon
American International
AIG
+$888K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$436K
4
CPAY icon
Corpay
CPAY
+$434K
5
SIRI icon
SiriusXM
SIRI
+$390K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K 0.01%
200
377
$8K 0.01%
63
378
$8K 0.01%
100
-50
379
$8K 0.01%
167
380
$8K 0.01%
131
-300
381
$8K 0.01%
45
382
$8K 0.01%
250
383
$8K 0.01%
77
+27
384
$8K 0.01%
200
385
$8K 0.01%
67
386
$8K 0.01%
1,000
387
$8K 0.01%
40
388
$8K 0.01%
500
-300
389
$7K ﹤0.01%
400
390
$7K ﹤0.01%
40
+19
391
$7K ﹤0.01%
25
392
$7K ﹤0.01%
72
393
$7K ﹤0.01%
20
-7
394
$7K ﹤0.01%
100
-6,200
395
$7K ﹤0.01%
56
396
$7K ﹤0.01%
1,000
397
$7K ﹤0.01%
75
-150
398
$7K ﹤0.01%
4,842
+2,400
399
$7K ﹤0.01%
100
-415
400
$7K ﹤0.01%
200
14 15
16
17 18