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
201
$46.4K 0.03%
4,750
202
$45.2K 0.03%
490
203
$44.7K 0.03%
425
-25
204
– –
-1,080
205
– –
-181
206
$43.2K 0.03%
4,600
+2,600
207
$43.1K 0.03%
180
208
$42.3K 0.03%
125
-25
209
$42K 0.03%
567
-100
210
$41.5K 0.03%
493
+28
211
$40.6K 0.03%
1,195
+1,170
212
$40.5K 0.03%
325
-15
213
$39.1K 0.03%
270
-15
214
$38.8K 0.03%
309
215
$37.2K 0.03%
225
216
$36.8K 0.03%
1,755
+680
217
$35.2K 0.02%
1,440
+340
218
$34.8K 0.02%
+2,700
219
$34.5K 0.02%
345
+16
220
$34.5K 0.02%
1,070
+590
221
$34.4K 0.02%
490
222
$34.2K 0.02%
287
-15
223
$33.5K 0.02%
510
-10
224
– –
0
225
$33.1K 0.02%
360
7 8
9
10 11