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
$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
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$0 ﹤0.01%
4,167
566
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-3,400
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