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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$983K 0.61%
34,405
+5,920
52
$974K 0.61%
14,855
+1,755
53
$965K 0.6%
54,079
+15,868
54
$948K 0.59%
8,194
+5,171
55
$927K 0.58%
+14,775
56
$927K 0.58%
21,190
+2,830
57
$920K 0.57%
7,078
+462
58
$899K 0.56%
15,127
+2,775
59
$870K 0.54%
2,260
+199
60
$865K 0.54%
6,589
+1,063
61
$854K 0.53%
6,350
+1,305
62
$830K 0.52%
14,558
+1,984
63
$822K 0.51%
1,392
+255
64
$818K 0.51%
4,373
+102
65
$791K 0.49%
4,131
+643
66
$763K 0.48%
+5,790
67
$762K 0.47%
20,635
+1,730
68
$753K 0.47%
3,515
+1,071
69
$739K 0.46%
5,400
+152
70
$717K 0.45%
5,647
+1,309
71
$667K 0.42%
14,192
+5,427
72
$613K 0.38%
2,888
-45
73
$598K 0.37%
5,732
-1,125
74
$548K 0.34%
11,020
-1,085
75
$532K 0.33%
10,437
-1,190
1 2
3
4 5