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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.35M
3
+$5.23M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
+25
402
$7K ﹤0.01%
+50
403
$7K ﹤0.01%
+1,000
404
$7K ﹤0.01%
+25
405
$7K ﹤0.01%
+70
406
$6K ﹤0.01%
+400
407
$6K ﹤0.01%
+100
408
$6K ﹤0.01%
+75
409
$6K ﹤0.01%
+100
410
$6K ﹤0.01%
+100
411
$6K ﹤0.01%
+50
412
$6K ﹤0.01%
+26
413
$6K ﹤0.01%
+13
414
$6K ﹤0.01%
+119
415
$6K ﹤0.01%
+3,032
416
$6K ﹤0.01%
+68
417
$6K ﹤0.01%
+70
418
$6K ﹤0.01%
+300
419
$6K ﹤0.01%
+96
420
$5K ﹤0.01%
+200
421
$5K ﹤0.01%
+225
422
$5K ﹤0.01%
+30
423
$5K ﹤0.01%
+50
424
$5K ﹤0.01%
+120
425
$5K ﹤0.01%
+118
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