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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$123K
3
+$104K
4
PYPL icon
PayPal
PYPL
+$79.9K
5
CXDO icon
Crexendo
CXDO
+$78.1K

Top Sells

1
+$1.29M
2
+$1.25M
3
+$1.19M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
GEV icon
GE Vernova
GEV
+$1.12M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.87K ﹤0.01%
25
427
$5.8K ﹤0.01%
200
428
$5.75K ﹤0.01%
+400
429
$5.7K ﹤0.01%
10
430
$5.59K ﹤0.01%
600
431
$5.48K ﹤0.01%
+100
432
$5.42K ﹤0.01%
100
433
$5.34K ﹤0.01%
50
434
$5.23K ﹤0.01%
300
-400
435
$5.17K ﹤0.01%
500
436
$5.16K ﹤0.01%
24
+3
437
$5.14K ﹤0.01%
44
-102
438
$4.9K ﹤0.01%
40
439
$4.85K ﹤0.01%
+28
440
$4.71K ﹤0.01%
20
441
$4.68K ﹤0.01%
+20
442
$4.63K ﹤0.01%
+16
443
$4.6K ﹤0.01%
27
+3
444
$4.58K ﹤0.01%
140
445
$4.57K ﹤0.01%
67
446
$4.36K ﹤0.01%
120
+10
447
$4.32K ﹤0.01%
12
448
$4.3K ﹤0.01%
+36
449
$4.22K ﹤0.01%
110
+72
450
$4.21K ﹤0.01%
160
16 17
18
19 20