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
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$899K
4
LULU icon
lululemon athletica
LULU
+$833K
5
NRG icon
NRG Energy
NRG
+$833K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$1.08M
4
PYPL icon
PayPal
PYPL
+$1.01M
5
BDX icon
Becton Dickinson
BDX
+$863K

Sector Composition

1 Technology 26.98%
2 Financials 12.56%
3 Consumer Discretionary 11.64%
4 Healthcare 11.37%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.25K ﹤0.01%
50
477
$2.22K ﹤0.01%
70
478
$2.22K ﹤0.01%
+6
479
$2.2K ﹤0.01%
25
480
$2.04K ﹤0.01%
80
481
$1.99K ﹤0.01%
31
482
$1.92K ﹤0.01%
80
483
$1.9K ﹤0.01%
20
484
$1.79K ﹤0.01%
38
485
$1.75K ﹤0.01%
70
486
$1.62K ﹤0.01%
6
-16
487
$1.6K ﹤0.01%
300
488
$1.56K ﹤0.01%
100
489
$1.55K ﹤0.01%
20
490
$1.49K ﹤0.01%
30
491
$1.38K ﹤0.01%
35
492
$1.35K ﹤0.01%
80
493
$1.2K ﹤0.01%
+10
494
$1.14K ﹤0.01%
50
495
$1.11K ﹤0.01%
25
496
$1.07K ﹤0.01%
45
497
$1.07K ﹤0.01%
+40
498
$1.01K ﹤0.01%
+8
499
$942 ﹤0.01%
100
500
$817 ﹤0.01%
30
18 19
20
21 22