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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$123K
3
+$104K
4
PYPL icon
PayPal
PYPL
+$79.9K
5
CXDO icon
Crexendo
CXDO
+$78.1K

Top Sells

1
+$1.29M
2
+$1.25M
3
+$1.19M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
GEV icon
GE Vernova
GEV
+$1.12M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.72K ﹤0.01%
6
477
$2.52K ﹤0.01%
1,100
478
$2.45K ﹤0.01%
300
479
$2.35K ﹤0.01%
40
-50
480
$2.31K ﹤0.01%
31
481
$2.28K ﹤0.01%
100
-200
482
$2.28K ﹤0.01%
200
483
$2.17K ﹤0.01%
36
484
$2.08K ﹤0.01%
25
485
$2.04K ﹤0.01%
80
486
$1.94K ﹤0.01%
80
487
$1.89K ﹤0.01%
56
488
$1.69K ﹤0.01%
80
489
$1.67K ﹤0.01%
70
490
$1.56K ﹤0.01%
20
491
$1.54K ﹤0.01%
300
492
$1.51K ﹤0.01%
10
493
$1.49K ﹤0.01%
30
494
$1.43K ﹤0.01%
35
495
$1.21K ﹤0.01%
100
496
$1.13K ﹤0.01%
45
497
$891 ﹤0.01%
30
498
$851 ﹤0.01%
2
499
$797 ﹤0.01%
8
500
$772 ﹤0.01%
15
18 19
20
21 22