BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.18M
4
HII icon
Huntington Ingalls Industries
HII
+$1.08M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M

Top Sells

1
+$1.13M
2
+$1.1M
3
+$997K
4
MA icon
Mastercard
MA
+$975K
5
PYPL icon
PayPal
PYPL
+$939K

Sector Composition

1 Technology 27.98%
2 Financials 13.79%
3 Consumer Discretionary 11.17%
4 Communication Services 10.43%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.4K 0.01%
35
402
$8.23K 0.01%
850
403
$7.96K 0.01%
500
404
$7.91K 0.01%
400
405
$7.82K 0.01%
400
406
$7.75K 0.01%
125
-50
407
$7.7K 0.01%
270
408
$7.37K ﹤0.01%
50
409
$7.33K ﹤0.01%
30
410
$7.31K ﹤0.01%
37
-8
411
$6.83K ﹤0.01%
25
412
$6.51K ﹤0.01%
400
413
$6.49K ﹤0.01%
200
-360
414
$6.45K ﹤0.01%
+300
415
$6.44K ﹤0.01%
219
416
$6.4K ﹤0.01%
25
417
$6.39K ﹤0.01%
120
-30
418
$6.25K ﹤0.01%
100
419
$6.19K ﹤0.01%
400
420
$6.14K ﹤0.01%
+300
421
$6.02K ﹤0.01%
40
+12
422
$5.84K ﹤0.01%
24
423
$5.78K ﹤0.01%
+225
424
$5.7K ﹤0.01%
100
-27
425
$5.66K ﹤0.01%
115
15 16
17
18 19