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
26
$1.41M 0.99%
19,398
-175
27
$1.4M 0.99%
11,597
-127
28
$1.36M 0.96%
4,069
-90
29
$1.34M 0.94%
62,846
-827
30
$1.32M 0.93%
4,434
-156
31
$1.31M 0.92%
147,225
-27,775
32
$1.28M 0.9%
15,028
+950
33
$1.28M 0.9%
21,597
-365
34
$1.27M 0.89%
16,196
-12
35
$1.26M 0.89%
13,975
+1,818
36
$1.24M 0.87%
2,796
-99
37
$1.24M 0.87%
16,341
-402
38
$1.22M 0.86%
6,226
-38
39
$1.16M 0.81%
6,909
-10
40
– –
-3,586
41
– –
-12,188
42
– –
-2,817
43
$1.08M 0.76%
22,640
-140
44
– –
-9,747
45
$1.05M 0.74%
9,383
-105
46
$1.05M 0.74%
2,735
+52
47
$1.03M 0.73%
6,854
-25
48
$1.02M 0.71%
4,595
-28
49
$989K 0.7%
5,009
-50
50
– –
-6,120
1
2
3 4 5