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
76
$496K 0.31%
3,058
+545
77
$493K 0.31%
1,380
-10
78
$467K 0.29%
3,410
+1,000
79
$462K 0.29%
905
-160
80
$454K 0.28%
1,000
-105
81
$418K 0.26%
6,293
+5,793
82
$404K 0.25%
5,575
83
$394K 0.25%
4,768
-159
84
$384K 0.24%
1,613
-113
85
$376K 0.23%
1,860
-155
86
$362K 0.23%
2,280
+95
87
$343K 0.21%
2,165
-2,875
88
$342K 0.21%
+13,950
89
$334K 0.21%
1,221
-105
90
$328K 0.2%
5,900
91
$320K 0.2%
3,520
+1,335
92
$316K 0.2%
1,114
-102
93
$315K 0.2%
3,844
-360
94
$314K 0.2%
3,790
-300
95
$305K 0.19%
646
-10
96
$297K 0.19%
1,855
-653
97
$291K 0.18%
2,630
+635
98
$275K 0.17%
816
-431
99
$252K 0.16%
4,010
+1,610
100
$252K 0.16%
4,830
+100
2 3
4
5 6