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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
AIG icon
American International
AIG
+$888K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$436K
4
CPAY icon
Corpay
CPAY
+$434K
5
SIRI icon
SiriusXM
SIRI
+$390K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
4,842
+2,400
402
$6K ﹤0.01%
75
403
– –
0
404
$6K ﹤0.01%
170
405
$6K ﹤0.01%
300
406
$6K ﹤0.01%
38
407
$6K ﹤0.01%
96
408
$6K ﹤0.01%
110
-173
409
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100
410
$6K ﹤0.01%
120
-10
411
$6K ﹤0.01%
74
+24
412
$6K ﹤0.01%
120
413
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25
414
$6K ﹤0.01%
1,010
-2,800
415
$5K ﹤0.01%
75
416
$5K ﹤0.01%
70
417
$5K ﹤0.01%
100
418
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100
419
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+190
420
$5K ﹤0.01%
71
421
$5K ﹤0.01%
118
422
$5K ﹤0.01%
22
-18
423
$5K ﹤0.01%
+43
424
$5K ﹤0.01%
400
425
$5K ﹤0.01%
100
15 16
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