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
151
$99K 0.06%
2,175
152
$97K 0.06%
700
153
$97K 0.06%
7,035
+1,500
154
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1,408
+285
155
$96K 0.06%
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-200
156
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2,050
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157
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142
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158
$94K 0.06%
1,235
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159
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223
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160
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161
$92K 0.06%
747
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162
$88K 0.05%
+3,000
163
$86K 0.05%
+378
164
$86K 0.05%
1,910
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165
$84K 0.05%
150
166
$82K 0.05%
223
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167
$82K 0.05%
391
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169
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171
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765
172
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720
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173
$74K 0.05%
100
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174
$74K 0.05%
1,100
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175
$73K 0.05%
1,325
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5 6
7
8 9