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
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.08M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.04M
5
XOM icon
Exxon Mobil
XOM
+$1.03M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$1.17M
4
PG icon
Procter & Gamble
PG
+$1.12M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.1M

Sector Composition

1 Technology 29.04%
2 Financials 12.89%
3 Communication Services 11.13%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.25K ﹤0.01%
300
452
$5.23K ﹤0.01%
225
453
$4.99K ﹤0.01%
60
-950
454
$4.91K ﹤0.01%
140
455
$4.8K ﹤0.01%
10
456
$4.72K ﹤0.01%
+20
457
$4.71K ﹤0.01%
42
458
$4.68K ﹤0.01%
+70
459
$4.58K ﹤0.01%
64
460
$4.55K ﹤0.01%
+200
461
$4.54K ﹤0.01%
76
462
$4.44K ﹤0.01%
12
463
$4.4K ﹤0.01%
200
464
$4.38K ﹤0.01%
10
465
$4.34K ﹤0.01%
80
+6
466
$4.24K ﹤0.01%
100
467
$4.08K ﹤0.01%
+500
468
$4.05K ﹤0.01%
100
469
$4.05K ﹤0.01%
85
470
$4.02K ﹤0.01%
+274
471
$4.01K ﹤0.01%
70
472
$3.92K ﹤0.01%
400
473
$3.9K ﹤0.01%
6
474
$3.87K ﹤0.01%
200
475
$3.72K ﹤0.01%
50
17 18
19
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