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
$147M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.24M
3
+$1.21M
4
DE icon
Deere & Co
DE
+$1.18M
5
PYPL icon
PayPal
PYPL
+$1.1M

Top Sells

1
+$627K
2
+$502K
3
+$239K
4
AAPL icon
Apple
AAPL
+$234K
5
FCX icon
Freeport-McMoran
FCX
+$195K

Sector Composition

1 Technology 25.82%
2 Financials 13.4%
3 Consumer Discretionary 11.84%
4 Healthcare 11.43%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$102K 0.07%
2,000
+90
152
$99.4K 0.07%
1,939
-530
153
$99.3K 0.07%
970
+950
154
$97.9K 0.07%
1,275
155
$94.8K 0.06%
2,100
-450
156
$94.7K 0.06%
1,160
157
$94.4K 0.06%
345
-40
158
$93.2K 0.06%
+1,015
159
$92.7K 0.06%
22
160
$92.5K 0.06%
+7,200
161
$91.2K 0.06%
1,099
162
$90.9K 0.06%
1,265
163
$88.4K 0.06%
1,925
-150
164
$85.6K 0.06%
+146
165
$85K 0.06%
95
-9
166
$84.4K 0.06%
2,900
167
$80.5K 0.05%
388
-27
168
$79.8K 0.05%
1,135
+128
169
$78.1K 0.05%
345
170
$77.2K 0.05%
452
+200
171
$77.1K 0.05%
157
-55
172
$73.8K 0.05%
1,000
-100
173
$73.3K 0.05%
+710
174
$70.1K 0.05%
553
-80
175
$68K 0.05%
340
5 6
7
8 9