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
$147M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.24M
3
+$1.21M
4
DE icon
Deere & Co
DE
+$1.18M
5
PYPL icon
PayPal
PYPL
+$1.1M

Top Sells

1
+$627K
2
+$502K
3
+$239K
4
AAPL icon
Apple
AAPL
+$234K
5
FCX icon
Freeport-McMoran
FCX
+$195K

Sector Composition

1 Technology 25.82%
2 Financials 13.4%
3 Consumer Discretionary 11.84%
4 Healthcare 11.43%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$718 ﹤0.01%
15
502
$415 ﹤0.01%
5
503
$380 ﹤0.01%
+28
504
$376 ﹤0.01%
25
505
$282 ﹤0.01%
20
506
$251 ﹤0.01%
+6
507
$57 ﹤0.01%
3
508
– –
0
509
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-40
510
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-1,900
511
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-15
512
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513
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514
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-5
515
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-277
516
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517
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518
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519
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-108
520
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-680
521
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522
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-2,500
523
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-190
524
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525
– –
-74
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