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
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$899K
4
LULU icon
lululemon athletica
LULU
+$833K
5
NRG icon
NRG Energy
NRG
+$833K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$1.08M
4
PYPL icon
PayPal
PYPL
+$1.01M
5
BDX icon
Becton Dickinson
BDX
+$863K

Sector Composition

1 Technology 26.98%
2 Financials 12.56%
3 Consumer Discretionary 11.64%
4 Healthcare 11.37%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.69K ﹤0.01%
25
-30
452
$3.62K ﹤0.01%
50
453
$3.57K ﹤0.01%
108
454
$3.47K ﹤0.01%
70
455
$3.46K ﹤0.01%
+100
456
$3.37K ﹤0.01%
70
457
$3.37K ﹤0.01%
85
458
$3.28K ﹤0.01%
30
-280
459
$3.23K ﹤0.01%
+100
460
$3.21K ﹤0.01%
12
461
$3.14K ﹤0.01%
+110
462
$3.04K ﹤0.01%
7
-2
463
$2.93K ﹤0.01%
15
-2
464
$2.9K ﹤0.01%
100
-1,000
465
$2.86K ﹤0.01%
200
466
$2.82K ﹤0.01%
38
+8
467
$2.77K ﹤0.01%
1,100
468
$2.76K ﹤0.01%
20
-5
469
$2.75K ﹤0.01%
200
470
$2.67K ﹤0.01%
10
471
$2.54K ﹤0.01%
300
-200
472
$2.53K ﹤0.01%
36
473
$2.41K ﹤0.01%
225
474
$2.38K ﹤0.01%
74
475
$2.29K ﹤0.01%
10
17 18
19
20 21