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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$123K
3
+$104K
4
PYPL icon
PayPal
PYPL
+$79.9K
5
CXDO icon
Crexendo
CXDO
+$78.1K

Top Sells

1
+$1.29M
2
+$1.25M
3
+$1.19M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
GEV icon
GE Vernova
GEV
+$1.12M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7.89K 0.01%
+40
402
$7.76K 0.01%
130
403
$7.72K 0.01%
323
404
$7.61K 0.01%
30
405
$7.55K 0.01%
1,000
406
$7.54K 0.01%
+12
407
$7.53K 0.01%
+100
408
$7.48K 0.01%
50
409
$7.4K 0.01%
178
-70
410
$7.36K 0.01%
850
411
$7.36K 0.01%
500
412
$7.27K 0.01%
120
+70
413
$7.08K 0.01%
190
-75
414
$6.97K ﹤0.01%
25
415
$6.72K ﹤0.01%
200
416
$6.65K ﹤0.01%
400
417
$6.64K ﹤0.01%
1,000
418
$6.61K ﹤0.01%
150
-20
419
$6.32K ﹤0.01%
15
-8
420
$6.07K ﹤0.01%
127
421
$6.04K ﹤0.01%
+100
422
$6K ﹤0.01%
795
-330
423
$6K ﹤0.01%
219
424
$5.98K ﹤0.01%
400
425
$5.98K ﹤0.01%
+12
15 16
17
18 19