BAM

Byrne Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
4,842
+2,400
402
– –
0
403
$6K ﹤0.01%
170
404
$6K ﹤0.01%
300
405
$6K ﹤0.01%
38
406
$6K ﹤0.01%
96
407
$6K ﹤0.01%
75
408
$6K ﹤0.01%
110
-173
409
$6K ﹤0.01%
100
410
$6K ﹤0.01%
120
-10
411
$6K ﹤0.01%
74
+24
412
$6K ﹤0.01%
120
413
$6K ﹤0.01%
25
414
$6K ﹤0.01%
1,010
-2,800
415
$5K ﹤0.01%
100
416
$5K ﹤0.01%
100
417
$5K ﹤0.01%
+43
418
$5K ﹤0.01%
400
419
$5K ﹤0.01%
200
420
$5K ﹤0.01%
75
421
$5K ﹤0.01%
70
422
$5K ﹤0.01%
100
423
$5K ﹤0.01%
100
424
$5K ﹤0.01%
+190
425
$5K ﹤0.01%
71
15 16
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