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
$140M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$421K
3
+$334K
4
ADP icon
Automatic Data Processing
ADP
+$299K
5
TSLA icon
Tesla
TSLA
+$287K

Top Sells

1
+$763K
2
+$564K
3
+$504K
4
MLM icon
Martin Marietta Materials
MLM
+$351K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$335K

Sector Composition

1 Technology 18.86%
2 Healthcare 13.42%
3 Financials 9.55%
4 Consumer Discretionary 7.77%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
16
-6
452
$3K ﹤0.01%
+40
453
$3K ﹤0.01%
200
-100
454
$3K ﹤0.01%
+55
455
$3K ﹤0.01%
+12
456
$3K ﹤0.01%
27
457
$3K ﹤0.01%
+70
458
$3K ﹤0.01%
40
459
$3K ﹤0.01%
+60
460
$3K ﹤0.01%
+70
461
$3K ﹤0.01%
+7
462
$3K ﹤0.01%
+170
463
$3K ﹤0.01%
+16
464
$3K ﹤0.01%
+132
465
$3K ﹤0.01%
+150
466
$3K ﹤0.01%
200
467
$3K ﹤0.01%
+28
468
$3K ﹤0.01%
280
+60
469
$3K ﹤0.01%
+28
470
$3K ﹤0.01%
+108
471
$3K ﹤0.01%
+32
472
$2K ﹤0.01%
+37
473
$2K ﹤0.01%
+80
474
$2K ﹤0.01%
200
475
$2K ﹤0.01%
25
17 18
19
20 21