BFF

Byrne Financial Freedom Portfolio holdings

AUM $200M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$10.9M
3
+$10.9M
4
ARKK icon
ARK Innovation ETF
ARKK
+$9.33M
5
AAPL icon
Apple
AAPL
+$9.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.96%
2 Consumer Discretionary 9.85%
3 Communication Services 5.43%
4 Consumer Staples 4.41%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 1.36%
+102,940
27
$2.77M 1.23%
+81,090
28
$2.72M 1.21%
+56,433
29
$2.52M 1.12%
+28,638
30
$2.36M 1.05%
+4,033
31
$2.34M 1.04%
+4,622
32
$2.26M 1%
+45,577
33
$1.87M 0.83%
+8,350
34
$1.76M 0.78%
+13,094
35
$1.56M 0.7%
+6,724
36
$1.54M 0.68%
+38,023
37
$1.46M 0.65%
+10,621
38
$1.27M 0.56%
+2,019
39
$1.18M 0.52%
+14,951
40
$1.14M 0.51%
+16,400
41
$1.14M 0.51%
+2,924
42
$1.13M 0.5%
+13,206
43
$1.08M 0.48%
+2,086
44
$1.03M 0.46%
+6,218
45
$1.01M 0.45%
+20,886
46
$997K 0.44%
+4,161
47
$866K 0.39%
+9,171
48
$793K 0.35%
+15,753
49
$761K 0.34%
+4,955
50
$671K 0.3%
+3,688
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