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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.13M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
AIG icon
American International
AIG
+$888K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$436K
4
CPAY icon
Corpay
CPAY
+$434K
5
SIRI icon
SiriusXM
SIRI
+$390K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
86
452
$3K ﹤0.01%
600
453
$3K ﹤0.01%
70
-30
454
$3K ﹤0.01%
35
455
$3K ﹤0.01%
100
456
$3K ﹤0.01%
35
457
$3K ﹤0.01%
+62
458
$3K ﹤0.01%
+22
459
$3K ﹤0.01%
100
460
$3K ﹤0.01%
+62
461
$3K ﹤0.01%
+300
462
$3K ﹤0.01%
200
463
$3K ﹤0.01%
+11
464
$2K ﹤0.01%
14
465
$2K ﹤0.01%
+10
466
$2K ﹤0.01%
20
+13
467
$2K ﹤0.01%
100
468
$2K ﹤0.01%
150
469
$2K ﹤0.01%
100
-300
470
$2K ﹤0.01%
110
-10
471
$2K ﹤0.01%
100
472
$2K ﹤0.01%
50
473
$2K ﹤0.01%
125
474
$2K ﹤0.01%
100
475
$2K ﹤0.01%
150
17 18
19
20 21