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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
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$557K
3
+$533K
4
DIS icon
Walt Disney
DIS
+$488K
5
HPQ icon
HP
HPQ
+$298K

Top Sells

1
+$1.32M
2
+$1.04M
3
+$1.01M
4
WY icon
Weyerhaeuser
WY
+$868K
5
PPL icon
PPL Corp
PPL
+$858K

Sector Composition

1 Technology 20.11%
2 Healthcare 12.67%
3 Financials 9.46%
4 Consumer Discretionary 8.72%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+50
452
$3K ﹤0.01%
14
-2
453
$3K ﹤0.01%
55
454
$3K ﹤0.01%
70
455
$3K ﹤0.01%
132
456
$3K ﹤0.01%
100
457
$3K ﹤0.01%
150
458
$3K ﹤0.01%
+30
459
$3K ﹤0.01%
200
460
$2K ﹤0.01%
300
461
$2K ﹤0.01%
70
-400
462
$2K ﹤0.01%
20
463
$2K ﹤0.01%
56
464
$2K ﹤0.01%
31
465
$2K ﹤0.01%
52
466
$2K ﹤0.01%
74
467
$2K ﹤0.01%
100
468
$2K ﹤0.01%
30
469
$2K ﹤0.01%
35
470
$2K ﹤0.01%
45
471
$2K ﹤0.01%
35
472
$2K ﹤0.01%
225
473
$2K ﹤0.01%
7
474
$2K ﹤0.01%
125
475
$2K ﹤0.01%
60
17 18
19
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