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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
$121M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.14M
3
+$1.09M
4
RTX
MERRILL LYNCH ACC RET NTS BEAR MKT NTS LKD RUSSELL 2000 IND
RTX
+$1.06M
5
MCD icon
McDonald's
MCD
+$856K

Top Sells

1
+$4.16M
2
+$2.84M
3
+$1.65M
4
HD icon
Home Depot
HD
+$1.63M
5
RTX icon
RTX Corp
RTX
+$1.4M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.14%
3 Financials 12.03%
4 Consumer Discretionary 10.47%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
64
427
$3K ﹤0.01%
125
428
$3K ﹤0.01%
30
429
$3K ﹤0.01%
+120
430
$3K ﹤0.01%
+100
431
$3K ﹤0.01%
200
432
$3K ﹤0.01%
160
433
$3K ﹤0.01%
12
434
$3K ﹤0.01%
500
+200
435
$3K ﹤0.01%
+46
436
$3K ﹤0.01%
7
437
$3K ﹤0.01%
170
438
$3K ﹤0.01%
16
439
$3K ﹤0.01%
60
440
$3K ﹤0.01%
+79
441
$3K ﹤0.01%
150
442
$3K ﹤0.01%
200
443
$3K ﹤0.01%
+27
444
$3K ﹤0.01%
+30
445
$2K ﹤0.01%
70
446
$2K ﹤0.01%
25
447
$2K ﹤0.01%
27
448
$2K ﹤0.01%
+120
449
$2K ﹤0.01%
47
450
$2K ﹤0.01%
+54
16 17
18
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