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
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.08M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.04M
5
XOM icon
Exxon Mobil
XOM
+$1.03M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$1.17M
4
PG icon
Procter & Gamble
PG
+$1.12M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.1M

Sector Composition

1 Technology 29.04%
2 Financials 12.89%
3 Communication Services 11.13%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.7K 0.01%
5,000
402
$8.61K 0.01%
850
403
$8.58K 0.01%
400
404
$8.57K 0.01%
+14
405
$8.43K 0.01%
35
406
$8.38K 0.01%
50
407
$8.16K 0.01%
125
408
$8.14K 0.01%
500
409
$8.12K 0.01%
400
410
$7.96K ﹤0.01%
315
-209
411
$7.84K ﹤0.01%
150
412
$7.8K ﹤0.01%
30
413
$7.76K ﹤0.01%
+130
414
$7.51K ﹤0.01%
25
415
$7.45K ﹤0.01%
80
-772
416
$7.37K ﹤0.01%
400
-2,563
417
$7.34K ﹤0.01%
37
418
$7.32K ﹤0.01%
400
+100
419
$7.05K ﹤0.01%
50
420
$7.01K ﹤0.01%
115
421
$6.97K ﹤0.01%
+100
422
$6.78K ﹤0.01%
160
423
$6.75K ﹤0.01%
70
-52
424
$6.73K ﹤0.01%
+100
425
$6.69K ﹤0.01%
35
-430
15 16
17
18 19