BAM

Byrne Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 28.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.08M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.04M
5
XOM icon
Exxon Mobil
XOM
+$1.03M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$1.17M
4
PG icon
Procter & Gamble
PG
+$1.12M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.1M

Sector Composition

1 Technology 29.04%
2 Financials 12.89%
3 Communication Services 11.13%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.9K 0.01%
347
377
$11.4K 0.01%
1,800
378
$11.3K 0.01%
560
-100
379
$11.1K 0.01%
21
380
$11.1K 0.01%
385
381
$11K 0.01%
150
-50
382
$10.9K 0.01%
+20
383
$10.9K 0.01%
100
+10
384
$10.7K 0.01%
333
385
$10.7K 0.01%
50
386
$10.6K 0.01%
75
387
$10.6K 0.01%
228
388
$10.5K 0.01%
23
389
$10.4K 0.01%
160
390
$10.4K 0.01%
200
391
$10.4K 0.01%
100
392
$10.2K 0.01%
600
393
$10.2K 0.01%
65
-16
394
$10.1K 0.01%
400
-155
395
$10.1K 0.01%
100
396
$9.91K 0.01%
96
397
$9.84K 0.01%
+3,370
398
$9.07K 0.01%
270
399
$8.91K 0.01%
25
400
$8.87K 0.01%
70
-15
14 15
16
17 18