BAM

Byrne Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$164K
3
+$120K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K
5
PYPL icon
PayPal
PYPL
+$81.1K

Top Sells

1
+$3.84M
2
+$1.28M
3
+$1.25M
4
DE icon
Deere & Co
DE
+$1.18M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.21K ﹤0.01%
+48
452
$4.19K ﹤0.01%
+100
453
$4.16K ﹤0.01%
+150
454
$4.16K ﹤0.01%
+36
455
$4.16K ﹤0.01%
46
456
$4.14K ﹤0.01%
76
457
$4.1K ﹤0.01%
10
458
$4.09K ﹤0.01%
200
459
$4.08K ﹤0.01%
30
460
$4.08K ﹤0.01%
58
-2
461
$4.01K ﹤0.01%
256
462
$4.01K ﹤0.01%
64
463
$3.93K ﹤0.01%
225
464
$3.88K ﹤0.01%
+58
465
$3.72K ﹤0.01%
100
466
$3.68K ﹤0.01%
400
467
$3.6K ﹤0.01%
50
468
$3.48K ﹤0.01%
85
469
$3.45K ﹤0.01%
15
-20
470
$3.22K ﹤0.01%
24
-6
471
$3.2K ﹤0.01%
70
472
$3.2K ﹤0.01%
200
473
$3.19K ﹤0.01%
184
-1,500
474
$3.11K ﹤0.01%
40
475
$3.04K ﹤0.01%
70
17 18
19
20 21