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
$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%
+300
452
$3K ﹤0.01%
200
453
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+11
454
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+12
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25
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+100
457
$3K ﹤0.01%
86
458
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600
459
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70
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100
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467
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125
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$2K ﹤0.01%
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7
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$2K ﹤0.01%
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474
$2K ﹤0.01%
25
475
$2K ﹤0.01%
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