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
$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%
+55
452
$3K ﹤0.01%
100
453
$3K ﹤0.01%
34
+9
454
$3K ﹤0.01%
+26
455
$3K ﹤0.01%
+20
456
$3K ﹤0.01%
70
+6
457
$3K ﹤0.01%
7
458
$3K ﹤0.01%
+33
459
$3K ﹤0.01%
+37
460
$3K ﹤0.01%
+32
461
$3K ﹤0.01%
16
-6
462
$3K ﹤0.01%
+40
463
$3K ﹤0.01%
200
-100
464
$3K ﹤0.01%
+55
465
$3K ﹤0.01%
+12
466
$3K ﹤0.01%
+28
467
$3K ﹤0.01%
+100
468
$3K ﹤0.01%
+150
469
$3K ﹤0.01%
200
470
$3K ﹤0.01%
+28
471
$3K ﹤0.01%
280
+60
472
$2K ﹤0.01%
+37
473
$2K ﹤0.01%
+47
474
$2K ﹤0.01%
+240
475
$2K ﹤0.01%
20
-1,285
17 18
19
20 21