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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$123K
3
+$104K
4
PYPL icon
PayPal
PYPL
+$79.9K
5
CXDO icon
Crexendo
CXDO
+$78.1K

Top Sells

1
+$1.29M
2
+$1.25M
3
+$1.19M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
GEV icon
GE Vernova
GEV
+$1.12M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10.3K 0.01%
+310
377
$10.3K 0.01%
45
378
$10.3K 0.01%
200
379
$10.2K 0.01%
+200
380
$10.2K 0.01%
755
+230
381
$9.49K 0.01%
+500
382
$9.49K 0.01%
690
383
$9.34K 0.01%
1,800
384
$9.25K 0.01%
720
-100
385
$8.98K 0.01%
25
386
$8.98K 0.01%
680
+100
387
$8.95K 0.01%
198
-120
388
$8.91K 0.01%
67
-38
389
$8.79K 0.01%
165
-35
390
$8.48K 0.01%
160
391
$8.47K 0.01%
132
+25
392
$8.46K 0.01%
100
393
$8.43K 0.01%
600
394
$8.41K 0.01%
40
-30
395
$8.39K 0.01%
400
396
$8.38K 0.01%
+500
397
$8.34K 0.01%
335
+60
398
$8.14K 0.01%
96
399
$8.09K 0.01%
347
400
$8.05K 0.01%
400
14 15
16
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