BFF

Byrne Financial Freedom Portfolio holdings

AUM $201M
1-Year Est. Return 30.82%
This Quarter Est. Return
1 Year Est. Return
+30.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$880K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.96M
3
+$1.83M
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$1.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Top Sells

1
+$4.21M
2
+$4.11M
3
+$3.74M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$3.59M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.12M

Sector Composition

1 Technology 19.34%
2 Consumer Discretionary 10.92%
3 Communication Services 8.67%
4 Consumer Staples 6.14%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
SPDR S&P 500 ETF Trust
SPY
$708B
$1.99M 0.99%
2,984
-523
XLP icon
27
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$1.95M 0.97%
24,915
+3,775
APH icon
28
Amphenol
APH
$170B
$1.93M 0.96%
15,600
-1,800
PTH icon
29
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$129M
$1.54M 0.76%
34,843
-81,496
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$48.2B
$1.51M 0.75%
5,349
-837
AVGO icon
31
Broadcom
AVGO
$1.92T
$1.46M 0.73%
4,420
+2,087
FLHY icon
32
Franklin High Yield Corporate ETF
FLHY
$705M
$1.42M 0.71%
57,833
+31,263
INTU icon
33
Intuit
INTU
$184B
$1.38M 0.69%
2,018
-1
XAR icon
34
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.59B
$1.26M 0.63%
5,377
-761
HD icon
35
Home Depot
HD
$350B
$1.19M 0.59%
2,937
+1
SMLF icon
36
iShares US Small Cap Equity Factor ETF
SMLF
$2.87B
$1.18M 0.58%
+15,804
XLY icon
37
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.2B
$1.16M 0.58%
4,824
-4,290
XLV icon
38
State Street Health Care Select Sector SPDR ETF
XLV
$40.2B
$1.12M 0.56%
8,061
-1,785
IBM icon
39
IBM
IBM
$290B
$1.09M 0.54%
3,871
-127
XLF icon
40
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
$1.06M 0.53%
19,679
-978
JPM icon
41
JPMorgan Chase
JPM
$864B
$1.05M 0.52%
3,335
-842
IGV icon
42
iShares Expanded Tech-Software Sector ETF
IGV
$8.48B
$1.05M 0.52%
9,106
+2,810
MOAT icon
43
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
$997K 0.5%
10,059
-26,033
AIRR icon
44
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.45B
$829K 0.41%
+8,575
PYPL icon
45
PayPal
PYPL
$57.7B
$817K 0.41%
12,189
-677
GE icon
46
GE Aerospace
GE
$304B
$769K 0.38%
2,557
+157
ORCL icon
47
Oracle
ORCL
$567B
$758K 0.38%
2,695
-1,253
DELL icon
48
Dell
DELL
$91.8B
$726K 0.36%
5,119
+903
TMO icon
49
Thermo Fisher Scientific
TMO
$216B
$677K 0.34%
1,395
-16
JNJ icon
50
Johnson & Johnson
JNJ
$506B
$632K 0.31%
3,408
+9
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