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
176
$73K 0.05%
131
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177
$71K 0.04%
600
178
$71K 0.04%
198
+63
179
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180
$67K 0.04%
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181
$67K 0.04%
235
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182
$67K 0.04%
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183
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$62K 0.04%
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185
$61K 0.04%
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186
$60K 0.04%
310
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187
$59K 0.04%
15,607
+6,263
188
$59K 0.04%
670
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189
$58K 0.04%
2,678
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190
$57K 0.04%
605
191
$55K 0.03%
+2,000
192
$51K 0.03%
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193
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194
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195
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196
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197
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900
198
$46K 0.03%
1,087
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199
$46K 0.03%
434
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200
$45K 0.03%
1,047
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