BAM

Byrne Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 28.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.08M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.04M
5
XOM icon
Exxon Mobil
XOM
+$1.03M

Top Sells

1
+$1.3M
2
+$1.21M
3
+$1.17M
4
PG icon
Procter & Gamble
PG
+$1.12M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.1M

Sector Composition

1 Technology 29.04%
2 Financials 12.89%
3 Communication Services 11.13%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$77.8K 0.05%
539
-4
177
$77.3K 0.05%
1,775
178
$76.6K 0.05%
48,510
+14,470
179
$76.5K 0.05%
5,151
180
$76.4K 0.05%
346
-5
181
$75.2K 0.05%
314
-12
182
$74.3K 0.05%
929
183
$74.2K 0.05%
225
+30
184
$72.8K 0.04%
725
+45
185
$71.8K 0.04%
+5,050
186
$70.6K 0.04%
1,065
187
$68.7K 0.04%
+25,540
188
$67K 0.04%
3,364
+446
189
$66.4K 0.04%
+706
190
$66.3K 0.04%
3,561
191
$65.2K 0.04%
10,170
+3,291
192
$65.1K 0.04%
+2,110
193
$64.7K 0.04%
385
+108
194
$63.4K 0.04%
435
195
$63.3K 0.04%
+2,170
196
– –
-9,211
197
– –
-1,225
198
– –
-460
199
$61.1K 0.04%
1,450
-54
200
$60.6K 0.04%
+3,143
6 7
8
9 10