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
176
$61.6K 0.04%
7,825
-600
177
$59.1K 0.04%
111
-20
178
$57.9K 0.04%
318
-134
179
$56.3K 0.04%
255
-43
180
$55.6K 0.04%
59
181
$55.1K 0.04%
130
182
$54.8K 0.04%
315
-30
183
$53.7K 0.04%
627
+38
184
$53K 0.04%
1,250
185
$52.3K 0.04%
+1,750
186
$52.2K 0.04%
231
-3
187
$52K 0.04%
790
188
$51.8K 0.04%
129
189
$51.6K 0.04%
1,775
-150
190
$51.3K 0.04%
490
191
$51.2K 0.04%
950
-150
192
$51.1K 0.04%
5,680
+750
193
$51K 0.04%
220
+13
194
$50.8K 0.04%
460
+365
195
$50.2K 0.04%
100
196
$49.5K 0.03%
929
197
– –
-2,500
198
$48.1K 0.03%
24
-1,915
199
– –
-400
200
$47K 0.03%
2,400
6 7
8
9 10