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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$7.14M
3
+$5.19M
4
AMZN icon
Amazon
AMZN
+$5.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$101K 0.07%
+5,535
152
$98K 0.06%
+228
153
$98K 0.06%
+873
154
$95K 0.06%
+743
155
$94K 0.06%
+2,158
156
$93K 0.06%
+1,300
157
$92K 0.06%
+1,645
158
$91K 0.06%
+1,740
159
$90K 0.06%
+4,100
160
$90K 0.06%
+1,650
161
$89K 0.06%
+3,151
162
$89K 0.06%
+1,424
163
$88K 0.06%
+1,300
164
$87K 0.06%
+1,105
165
$87K 0.06%
+1,663
166
$87K 0.06%
+1,123
167
$87K 0.06%
+1,125
168
$86K 0.06%
+820
169
$86K 0.06%
+580
170
$85K 0.06%
+2,171
171
$85K 0.06%
+1,529
172
$82K 0.05%
+700
173
$78K 0.05%
+765
174
$78K 0.05%
+600
175
$77K 0.05%
+2,857
5 6
7
8 9