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
501
$1.5K ﹤0.01%
+27
502
$1.5K ﹤0.01%
58
-40
503
$1.37K ﹤0.01%
2
-10
504
$1.31K ﹤0.01%
200
505
$1.24K ﹤0.01%
200
506
$1.22K ﹤0.01%
100
-9,059
507
$1.19K ﹤0.01%
+40
508
$1.18K ﹤0.01%
25
509
$1.16K ﹤0.01%
5
510
$1.1K ﹤0.01%
+15
511
$1.08K ﹤0.01%
70
512
$1.02K ﹤0.01%
100
513
$1K ﹤0.01%
8
514
$935 ﹤0.01%
30
515
$880 ﹤0.01%
15
516
$734 ﹤0.01%
+76
517
$663 ﹤0.01%
45
518
$523 ﹤0.01%
5
519
$436 ﹤0.01%
+33
520
$409 ﹤0.01%
+43
521
$395 ﹤0.01%
17
-10
522
$388 ﹤0.01%
+19
523
$367 ﹤0.01%
225
524
$364 ﹤0.01%
+3
525
$322 ﹤0.01%
1
-1
19 20
21
22 23