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

Top Buys

1
+$1.19M
2
+$1.14M
3
+$1.12M
4
DE icon
Deere & Co
DE
+$1.06M
5
C.PRI
Citigroup Inc. Dep Sh Repstg 1/1000th Pfd Conv Ser T
C.PRI
+$960K

Top Sells

1
+$624K
2
+$433K
3
+$238K
4
AAPL icon
Apple
AAPL
+$225K
5
FCX icon
Freeport-McMoran
FCX
+$176K

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
176
$67K 0.05%
1,050
+50
177
$66.8K 0.05%
393
-18
178
$63.6K 0.04%
1,100
179
$61.5K 0.04%
131
-7
180
$61.5K 0.04%
298
+18
181
$60.9K 0.04%
990
182
$60.7K 0.04%
1,174
-320
183
$58.8K 0.04%
929
184
$57.8K 0.04%
3,210
185
$55.7K 0.04%
790
186
$53.5K 0.04%
450
187
$52.4K 0.04%
+59
188
$52K 0.04%
2,125
-275
189
$51.7K 0.04%
1,178
+4
190
$51.3K 0.04%
490
191
$50.8K 0.03%
1,250
192
$50.7K 0.03%
130
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193
$50.3K 0.03%
490
194
$49.9K 0.03%
4,750
195
$49.7K 0.03%
340
196
$49.3K 0.03%
+100
197
$48.5K 0.03%
302
-5
198
$48.4K 0.03%
+129
199
$48.4K 0.03%
+234
200
$48.3K 0.03%
2,080
+240
6 7
8
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