BFF

Byrne Financial Freedom Portfolio holdings

AUM $218M
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.04M
3
+$2.62M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$2.12M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.09M

Top Sells

1
+$5.27M
2
+$1.46M
3
+$1.42M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.05M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$735K

Sector Composition

1 Technology 20.98%
2 Consumer Discretionary 10.47%
3 Communication Services 9.65%
4 Consumer Staples 3.45%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPDW icon
26
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.7B
$2.29M 1.05%
51,595
-664
FLQM icon
27
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.69B
$2.2M 1.01%
39,040
-2,492
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$667B
$2.04M 0.93%
2,987
+3
APH icon
29
Amphenol
APH
$162B
$2.01M 0.92%
14,887
-713
PTH icon
30
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$117M
$1.77M 0.81%
35,635
+792
AVGO icon
31
Broadcom
AVGO
$1.59T
$1.72M 0.79%
4,961
+541
JPST icon
32
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$1.64M 0.75%
32,363
+22,089
CAH icon
33
Cardinal Health
CAH
$51.6B
$1.57M 0.72%
+7,661
XLK icon
34
State Street Technology Select Sector SPDR ETF
XLK
$87.1B
$1.54M 0.71%
10,680
-18
PYLD icon
35
PIMCO Multi Sector Bond Active ETF
PYLD
$12.3B
$1.5M 0.69%
+56,234
INTU icon
36
Intuit
INTU
$120B
$1.34M 0.61%
2,018
XAR icon
37
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.02B
$1.3M 0.6%
5,377
XLV icon
38
State Street Health Care Select Sector SPDR ETF
XLV
$39.9B
$1.2M 0.55%
7,765
-296
SMLF icon
39
iShares US Small Cap Equity Factor ETF
SMLF
$3.26B
$1.15M 0.53%
15,351
-453
IBM icon
40
IBM
IBM
$232B
$1.15M 0.53%
3,875
+4
JPM icon
41
JPMorgan Chase
JPM
$763B
$1.15M 0.53%
3,555
+220
XLY icon
42
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$1.14M 0.52%
9,534
-114
XLF icon
43
State Street Financial Select Sector SPDR ETF
XLF
$46.7B
$1.04M 0.48%
19,048
-631
HD icon
44
Home Depot
HD
$337B
$1.02M 0.47%
2,957
+20
ORCL icon
45
Oracle
ORCL
$457B
$963K 0.44%
4,943
+2,248
TMO icon
46
Thermo Fisher Scientific
TMO
$177B
$872K 0.4%
1,505
+110
MOAT icon
47
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$862K 0.4%
8,327
-1,732
AIRR icon
48
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.1B
$821K 0.38%
8,347
-228
GE icon
49
GE Aerospace
GE
$322B
$790K 0.36%
2,564
+7
JNJ icon
50
Johnson & Johnson
JNJ
$583B
$735K 0.34%
3,549
+141
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