BFF

Byrne Financial Freedom Portfolio holdings

AUM $200M
This Quarter Return
+6.84%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$225M
AUM Growth
Cap. Flow
+$225M
Cap. Flow %
100%
Top 10 Hldgs %
43.62%
Holding
99
New
99
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
PINK icon
26
Simplify Health Care ETF
PINK
$128M
$3.05M 1.36%
+102,940
New +$3.05M
SPDW icon
27
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.9B
$2.77M 1.23%
+81,090
New +$2.77M
RDIV icon
28
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$846M
$2.72M 1.21%
+56,433
New +$2.72M
SPYG icon
29
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.1B
$2.52M 1.12%
+28,638
New +$2.52M
SPY icon
30
SPDR S&P 500 ETF Trust
SPY
$673B
$2.36M 1.05%
+4,033
New +$2.36M
UNH icon
31
UnitedHealth
UNH
$315B
$2.34M 1.04%
+4,622
New +$2.34M
PULS icon
32
PGIM Ultra Short Bond ETF
PULS
$12.4B
$2.26M 1%
+45,577
New +$2.26M
XLY icon
33
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.3B
$1.87M 0.83%
+8,350
New +$1.87M
NVDA icon
34
NVIDIA
NVDA
$4.33T
$1.76M 0.78%
+13,094
New +$1.76M
XLK icon
35
Technology Select Sector SPDR Fund
XLK
$87.3B
$1.56M 0.7%
+6,724
New +$1.56M
PAVE icon
36
Global X US Infrastructure Development ETF
PAVE
$9.43B
$1.54M 0.68%
+38,023
New +$1.54M
XLV icon
37
Health Care Select Sector SPDR Fund
XLV
$33.9B
$1.46M 0.65%
+10,621
New +$1.46M
INTU icon
38
Intuit
INTU
$182B
$1.27M 0.56%
+2,019
New +$1.27M
XLP icon
39
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
$1.18M 0.52%
+14,951
New +$1.18M
APH icon
40
Amphenol
APH
$146B
$1.14M 0.51%
+16,400
New +$1.14M
HD icon
41
Home Depot
HD
$421B
$1.14M 0.51%
+2,924
New +$1.14M
PYPL icon
42
PayPal
PYPL
$64.1B
$1.13M 0.5%
+13,206
New +$1.13M
TMO icon
43
Thermo Fisher Scientific
TMO
$179B
$1.08M 0.48%
+2,086
New +$1.08M
XAR icon
44
SPDR S&P Aerospace & Defense ETF
XAR
$4.09B
$1.03M 0.46%
+6,218
New +$1.03M
XLF icon
45
Financial Select Sector SPDR Fund
XLF
$54.5B
$1.01M 0.45%
+20,886
New +$1.01M
JPM icon
46
JPMorgan Chase
JPM
$849B
$997K 0.44%
+4,161
New +$997K
FTNT icon
47
Fortinet
FTNT
$62.1B
$866K 0.39%
+9,171
New +$866K
JPST icon
48
JPMorgan Ultra-Short Income ETF
JPST
$33.5B
$793K 0.35%
+15,753
New +$793K
QCOM icon
49
Qualcomm
QCOM
$174B
$761K 0.34%
+4,955
New +$761K
PANW icon
50
Palo Alto Networks
PANW
$135B
$671K 0.3%
+3,688
New +$671K