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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.35M
3
+$5.23M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+35
452
$3K ﹤0.01%
+100
453
$3K ﹤0.01%
+35
454
$3K ﹤0.01%
+100
455
$3K ﹤0.01%
+100
456
$3K ﹤0.01%
+7
457
$3K ﹤0.01%
+5
458
$3K ﹤0.01%
+200
459
$3K ﹤0.01%
+14
460
$3K ﹤0.01%
+20
461
$3K ﹤0.01%
+200
462
$3K ﹤0.01%
+300
463
$2K ﹤0.01%
+125
464
$2K ﹤0.01%
+100
465
$2K ﹤0.01%
+120
466
$2K ﹤0.01%
+100
467
$2K ﹤0.01%
+225
468
$2K ﹤0.01%
+92
469
$2K ﹤0.01%
+200
470
$2K ﹤0.01%
+25
471
$2K ﹤0.01%
+6
472
$2K ﹤0.01%
+5
473
$2K ﹤0.01%
+10
474
$2K ﹤0.01%
+100
475
$2K ﹤0.01%
+150
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