BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.18M
4
HII icon
Huntington Ingalls Industries
HII
+$1.08M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M

Top Sells

1
+$1.13M
2
+$1.1M
3
+$997K
4
MA icon
Mastercard
MA
+$975K
5
PYPL icon
PayPal
PYPL
+$939K

Sector Composition

1 Technology 27.98%
2 Financials 13.79%
3 Consumer Discretionary 11.17%
4 Communication Services 10.43%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$73.2K 0.05%
+3,860
177
$72.6K 0.05%
1,712
+276
178
$72K 0.05%
+21,426
179
$69.6K 0.05%
9,159
+2,806
180
$68.8K 0.05%
+177
181
$68.7K 0.05%
543
-10
182
$68.3K 0.05%
680
+61
183
$68.2K 0.05%
929
184
$67.7K 0.04%
2,254
+595
185
$67.4K 0.04%
124
186
$66.6K 0.04%
1,504
+147
187
$65.3K 0.04%
460
+235
188
$64.8K 0.04%
2,894
-1,660
189
$64.6K 0.04%
+1,151
190
$64.2K 0.04%
3,561
+344
191
$63.6K 0.04%
38,316
+11,148
192
$61.4K 0.04%
+1,360
193
$61K 0.04%
5,188
+1,666
194
$60.8K 0.04%
+5,215
195
$59K 0.04%
+1,271
196
– –
-288
197
$55.5K 0.04%
1,225
198
$55.4K 0.04%
4,129
+884
199
$55.2K 0.04%
790
200
$55.2K 0.04%
9,211
-3,997
6 7
8
9 10