BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.18M
4
HII icon
Huntington Ingalls Industries
HII
+$1.08M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M

Top Sells

1
+$1.13M
2
+$1.1M
3
+$997K
4
MA icon
Mastercard
MA
+$975K
5
PYPL icon
PayPal
PYPL
+$939K

Sector Composition

1 Technology 27.98%
2 Financials 13.79%
3 Consumer Discretionary 11.17%
4 Communication Services 10.43%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.1K 0.01%
660
-450
377
$11K 0.01%
130
378
$11K 0.01%
347
379
$10.7K 0.01%
200
380
$10.7K 0.01%
600
381
$10.6K 0.01%
228
382
$10.4K 0.01%
5,000
+2,000
383
$10.1K 0.01%
130
-30
384
$9.88K 0.01%
190
385
$9.8K 0.01%
200
386
$9.71K 0.01%
122
+52
387
$9.68K 0.01%
160
388
$9.67K 0.01%
23
389
$9.5K 0.01%
100
390
$9.45K 0.01%
12
391
$9.36K 0.01%
1,800
392
$9.2K 0.01%
75
-145
393
$9.16K 0.01%
150
394
$9.07K 0.01%
690
395
$8.99K 0.01%
500
-25
396
$8.92K 0.01%
25
397
$8.87K 0.01%
96
398
$8.75K 0.01%
100
399
$8.7K 0.01%
50
-21
400
$8.43K 0.01%
+50
14 15
16
17 18