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
$130M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$254K
3
+$212K
4
BX icon
Blackstone
BX
+$197K
5
IBM icon
IBM
IBM
+$171K

Top Sells

1
+$3.48M
2
+$2.56M
3
+$1.87M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.71M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.26M

Sector Composition

1 Technology 17.01%
2 Healthcare 13.9%
3 Financials 10.22%
4 Consumer Discretionary 7.77%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
118
427
$3K ﹤0.01%
2,800
428
$3K ﹤0.01%
12
+2
429
$3K ﹤0.01%
15
430
$3K ﹤0.01%
50
431
$2K ﹤0.01%
12
-10
432
$2K ﹤0.01%
25
433
$2K ﹤0.01%
11
434
$2K ﹤0.01%
86
435
$2K ﹤0.01%
600
436
$2K ﹤0.01%
75
437
$2K ﹤0.01%
70
438
$2K ﹤0.01%
70
439
$2K ﹤0.01%
35
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$2K ﹤0.01%
20
441
$2K ﹤0.01%
35
442
$2K ﹤0.01%
225
443
$2K ﹤0.01%
7
444
$2K ﹤0.01%
80
-200
445
$2K ﹤0.01%
60
-90
446
$2K ﹤0.01%
200
447
$2K ﹤0.01%
10
448
$2K ﹤0.01%
+170
449
$2K ﹤0.01%
16
-1
450
$2K ﹤0.01%
+30
16 17
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19 20