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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
200
477
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25
478
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480
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20
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+24
487
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4
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3
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10
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+425
494
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495
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-4,568
496
$0 ﹤0.01%
12
497
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499
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500
– –
-90
18 19
20
21 22