BAM

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
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.08M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.04M
5
XOM icon
Exxon Mobil
XOM
+$1.03M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$1.17M
4
PG icon
Procter & Gamble
PG
+$1.12M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.1M

Sector Composition

1 Technology 29.04%
2 Financials 12.89%
3 Communication Services 11.13%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.68K ﹤0.01%
256
427
$6.67K ﹤0.01%
29
-11
428
$6.51K ﹤0.01%
25
429
$6.42K ﹤0.01%
100
430
$6.38K ﹤0.01%
30
431
$6.36K ﹤0.01%
400
432
$6.34K ﹤0.01%
27
+3
433
$6.2K ﹤0.01%
219
434
$6.14K ﹤0.01%
18
435
$5.99K ﹤0.01%
100
436
$5.98K ﹤0.01%
400
437
$5.84K ﹤0.01%
450
-240
438
$5.76K ﹤0.01%
300
+140
439
$5.71K ﹤0.01%
300
-100
440
$5.7K ﹤0.01%
48
441
$5.58K ﹤0.01%
225
442
$5.47K ﹤0.01%
20
443
$5.43K ﹤0.01%
36
+9
444
$5.4K ﹤0.01%
+220
445
$5.36K ﹤0.01%
+210
446
$5.35K ﹤0.01%
500
447
$5.34K ﹤0.01%
+170
448
$5.32K ﹤0.01%
+38
449
$5.32K ﹤0.01%
140
450
$5.3K ﹤0.01%
200
16 17
18
19 20