BAM

Byrne Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 28.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.08M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.04M
5
XOM icon
Exxon Mobil
XOM
+$1.03M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$1.17M
4
PG icon
Procter & Gamble
PG
+$1.12M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.1M

Sector Composition

1 Technology 29.04%
2 Financials 12.89%
3 Communication Services 11.13%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.7K ﹤0.01%
70
477
$3.64K ﹤0.01%
+65
478
$3.25K ﹤0.01%
+48
479
$3.19K ﹤0.01%
100
-100
480
$3.16K ﹤0.01%
+100
481
$3.1K ﹤0.01%
200
482
$3.08K ﹤0.01%
24
483
$2.79K ﹤0.01%
160
484
$2.69K ﹤0.01%
40
485
$2.69K ﹤0.01%
31
486
$2.64K ﹤0.01%
40
487
$2.58K ﹤0.01%
100
488
$2.55K ﹤0.01%
100
489
$2.54K ﹤0.01%
600
-841
490
$2.48K ﹤0.01%
100
-1,386
491
$2.48K ﹤0.01%
30
492
$2.42K ﹤0.01%
56
493
$2.3K ﹤0.01%
80
494
$2.06K ﹤0.01%
65
495
$1.99K ﹤0.01%
35
496
$1.95K ﹤0.01%
+20
497
$1.77K ﹤0.01%
300
-200
498
$1.7K ﹤0.01%
10
499
$1.51K ﹤0.01%
100
500
$1.51K ﹤0.01%
8
18 19
20
21 22