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
$151M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.18M
4
HII icon
Huntington Ingalls Industries
HII
+$1.08M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M

Top Sells

1
+$1.13M
2
+$1.1M
3
+$997K
4
MA icon
Mastercard
MA
+$975K
5
PYPL icon
PayPal
PYPL
+$939K

Sector Composition

1 Technology 27.98%
2 Financials 13.79%
3 Consumer Discretionary 11.17%
4 Communication Services 10.43%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.65K ﹤0.01%
1,000
427
$5.6K ﹤0.01%
256
428
$5.25K ﹤0.01%
+18
429
$5.25K ﹤0.01%
160
430
$5.25K ﹤0.01%
48
-20
431
$5.22K ﹤0.01%
+140
432
$5.21K ﹤0.01%
100
433
$5.11K ﹤0.01%
30
434
$5.11K ﹤0.01%
500
435
$5.02K ﹤0.01%
42
+2
436
$4.93K ﹤0.01%
20
437
$4.84K ﹤0.01%
225
438
$4.83K ﹤0.01%
+120
439
$4.83K ﹤0.01%
160
-15
440
$4.77K ﹤0.01%
+27
441
$4.75K ﹤0.01%
12
442
$4.67K ﹤0.01%
76
443
$4.52K ﹤0.01%
400
-6,863
444
$4.51K ﹤0.01%
64
445
$4.45K ﹤0.01%
140
446
$4.4K ﹤0.01%
32
+2
447
$4.4K ﹤0.01%
+64
448
$4.39K ﹤0.01%
+70
449
$4.38K ﹤0.01%
10
450
$4.37K ﹤0.01%
10
16 17
18
19 20