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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.35M
3
+$5.23M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$5.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.61M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+5
477
$1K ﹤0.01%
+50
478
$1K ﹤0.01%
+20
479
$1K ﹤0.01%
+30
480
$1K ﹤0.01%
+15
481
$1K ﹤0.01%
+32
482
$1K ﹤0.01%
+46
483
$1K ﹤0.01%
+7
484
$1K ﹤0.01%
+50
485
$1K ﹤0.01%
+50
486
$0 ﹤0.01%
+1
487
– –
0
488
$0 ﹤0.01%
+12
489
$0 ﹤0.01%
+9
490
$0 ﹤0.01%
+3
491
$0 ﹤0.01%
+100
492
$0 ﹤0.01%
+17
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