BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.34M
3
+$1.24M
4
DE icon
Deere & Co
DE
+$1.16M
5
CRM icon
Salesforce
CRM
+$1.15M

Top Sells

1
+$444K
2
+$340K
3
+$306K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$221K
5
MU icon
Micron Technology
MU
+$166K

Sector Composition

1 Technology 27.11%
2 Financials 11.96%
3 Communication Services 11.19%
4 Consumer Discretionary 9.36%
5 Healthcare 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICLN icon
476
iShares Global Clean Energy ETF
ICLN
$2.05B
$3.37K ﹤0.01%
205
+5
CTVA icon
477
Corteva
CTVA
$47.1B
$3.22K ﹤0.01%
48
TM icon
478
Toyota
TM
$302B
$3.21K ﹤0.01%
15
-20
RIO icon
479
Rio Tinto
RIO
$138B
$3.2K ﹤0.01%
40
IRDM icon
480
Iridium Communications
IRDM
$1.99B
$2.78K ﹤0.01%
160
COLM icon
481
Columbia Sportswear
COLM
$2.91B
$2.75K ﹤0.01%
50
-100
GSK icon
482
GSK
GSK
$97.3B
$2.75K ﹤0.01%
56
IDXX icon
483
Idexx Laboratories
IDXX
$57.1B
$2.71K ﹤0.01%
+4
BEP icon
484
Brookfield Renewable
BEP
$8.63B
$2.7K ﹤0.01%
100
PRIV
485
SPDR SSGA IG Public & Private Credit ETF
PRIV
$100M
$2.54K ﹤0.01%
100
HACK icon
486
Amplify Cybersecurity ETF
HACK
$2.07B
$2.49K ﹤0.01%
31
TT icon
487
Trane Technologies
TT
$86.4B
$2.38K ﹤0.01%
30
NOG icon
488
Northern Oil and Gas
NOG
$2.17B
$2.15K ﹤0.01%
100
SONY icon
489
Sony
SONY
$144B
$2.05K ﹤0.01%
80
A icon
490
Agilent Technologies
A
$39.6B
$2.04K ﹤0.01%
15
-9
SRVR icon
491
Pacer Data & Infrastructure Real Estate ETF
SRVR
$396M
$1.86K ﹤0.01%
65
EME icon
492
Emcor
EME
$31.3B
$1.83K ﹤0.01%
3
-3
VXUS icon
493
Vanguard Total International Stock ETF
VXUS
$126B
$1.61K ﹤0.01%
21
+6
MANU icon
494
Manchester United
MANU
$2.9B
$1.59K ﹤0.01%
100
DHI icon
495
D.R. Horton
DHI
$45.4B
$1.44K ﹤0.01%
10
HRI icon
496
Herc Holdings
HRI
$5.25B
$1.34K ﹤0.01%
500
-100
INTU icon
497
Intuit
INTU
$152B
$1.32K ﹤0.01%
2
TEI
498
Templeton Emerging Markets Income Fund
TEI
$314M
$1.29K ﹤0.01%
200
HLX icon
499
Helix Energy Solutions
HLX
$1.04B
$1.25K ﹤0.01%
200
ASGN icon
500
ASGN Inc
ASGN
$2.09B
$1.2K ﹤0.01%
25
18 19
20
21 22