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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.35M
3
+$5.23M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
+200
427
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+200
428
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+21
429
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431
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+181
432
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+25
433
$5K ﹤0.01%
+339
434
$5K ﹤0.01%
+12
435
$5K ﹤0.01%
+100
436
$4K ﹤0.01%
+250
437
$4K ﹤0.01%
+50
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441
$4K ﹤0.01%
+71
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+90
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+600
446
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+90
447
$3K ﹤0.01%
+100
448
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+100
449
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+150
450
$3K ﹤0.01%
+35
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