BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.05%
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
+$1.15M
2
+$1.13M
3
+$1.11M
4
META icon
Meta Platforms (Facebook)
META
+$1.02M
5
AIG icon
American International
AIG
+$888K

Top Sells

1
+$1.14M
2
+$1.13M
3
+$436K
4
CPAY icon
Corpay
CPAY
+$434K
5
SIRI icon
SiriusXM
SIRI
+$390K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$73K 0.05%
1,325
-325
177
$71K 0.04%
600
178
$71K 0.04%
198
+63
179
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873
180
$67K 0.04%
4,374
+2,270
181
$67K 0.04%
235
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182
$67K 0.04%
1,250
-50
183
$64K 0.04%
2,511
-640
184
$62K 0.04%
735
-370
185
$61K 0.04%
1,616
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186
$60K 0.04%
310
-25
187
$59K 0.04%
1,340
-180
188
$59K 0.04%
15,607
+6,263
189
$58K 0.04%
2,678
+1,190
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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1,000
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195
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21
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196
$48K 0.03%
2,783
+1,550
197
$48K 0.03%
900
198
$46K 0.03%
1,087
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199
$46K 0.03%
434
+312
200
$45K 0.03%
+1,160
6 7
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