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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$164K
3
+$120K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K
5
PYPL icon
PayPal
PYPL
+$81.1K

Top Sells

1
+$3.84M
2
+$1.28M
3
+$1.25M
4
DE icon
Deere & Co
DE
+$1.18M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$90.3K 0.06%
1,130
-190
152
– –
-7,200
153
$88.9K 0.06%
1,125
-150
154
$88.8K 0.06%
1,129
+30
155
– –
-852
156
$87.8K 0.06%
2,800
-100
157
$87.7K 0.06%
340
158
$87.7K 0.06%
141
-5
159
$86.3K 0.06%
665
-45
160
$84.6K 0.06%
510
-55
161
$81.5K 0.06%
1,040
+50
162
$81.3K 0.06%
1,440
+80
163
$80.9K 0.06%
155
-2
164
$80.2K 0.06%
1,110
-50
165
– –
-1,265
166
$76.5K 0.05%
1,200
+200
167
$74K 0.05%
1,000
-50
168
$71.4K 0.05%
1,480
-620
169
$70.8K 0.05%
351
-37
170
$70.6K 0.05%
1,249
+75
171
$69.9K 0.05%
897
-425
172
$69.9K 0.05%
2,050
+1,390
173
– –
-327
174
$65K 0.05%
495
-58
175
$63.6K 0.04%
418
+25
5 6
7
8 9