BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
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
– –
-40
510
– –
-2,500
511
– –
-190
512
– –
-180
513
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-74
514
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-12
515
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-100
516
– –
-11,000
517
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-64
518
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-50
519
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-1,500
520
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-7
521
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-14,000
522
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-200
523
– –
-2,100
524
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-464
525
– –
-120
19 20
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