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
$140M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$421K
3
+$334K
4
ADP icon
Automatic Data Processing
ADP
+$299K
5
TSLA icon
Tesla
TSLA
+$287K

Top Sells

1
+$763K
2
+$564K
3
+$504K
4
MLM icon
Martin Marietta Materials
MLM
+$351K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$335K

Sector Composition

1 Technology 18.86%
2 Healthcare 13.42%
3 Financials 9.55%
4 Consumer Discretionary 7.77%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+27
477
$2K ﹤0.01%
+47
478
$2K ﹤0.01%
+240
479
$2K ﹤0.01%
20
-1,285
480
$2K ﹤0.01%
+56
481
$2K ﹤0.01%
+52
482
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+55
483
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+74
484
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100
-81
485
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30
486
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+45
487
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35
488
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+12
489
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490
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+125
491
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50
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495
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496
$2K ﹤0.01%
300
497
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200
498
$2K ﹤0.01%
+300
499
$2K ﹤0.01%
10
500
$2K ﹤0.01%
70
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