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
$147M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.14M
3
+$1.12M
4
DE icon
Deere & Co
DE
+$1.06M
5
C.PRI
Citigroup Inc. Dep Sh Repstg 1/1000th Pfd Conv Ser T
C.PRI
+$960K

Top Sells

1
+$624K
2
+$433K
3
+$238K
4
AAPL icon
Apple
AAPL
+$225K
5
FCX icon
Freeport-McMoran
FCX
+$176K

Sector Composition

1 Technology 25.82%
2 Financials 13.4%
3 Consumer Discretionary 11.84%
4 Healthcare 11.43%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10.5K 0.01%
71
377
$10.5K 0.01%
525
378
$10.3K 0.01%
1,665
379
$10.3K 0.01%
1,000
380
$10.2K 0.01%
8,400
381
$10.1K 0.01%
4,200
+400
382
$10.1K 0.01%
87
383
$9.98K 0.01%
210
-50
384
$9.88K 0.01%
600
385
$9.86K 0.01%
+12
386
$9.68K 0.01%
+45
387
$9.65K 0.01%
160
388
$9.63K 0.01%
+2,800
389
$9.58K 0.01%
130
390
$9.56K 0.01%
400
391
$9.54K 0.01%
265
392
$9.5K 0.01%
30
393
$9.18K 0.01%
400
394
$9.11K 0.01%
690
-47,491
395
$9.01K 0.01%
50
396
$8.97K 0.01%
200
-10
397
$8.9K 0.01%
+580
398
$8.81K 0.01%
230
399
$8.81K 0.01%
23
400
$8.7K 0.01%
500
14 15
16
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