We are live on ! Find out more
BFF

Byrne Financial Freedom Portfolio holdings

AUM $256M
1-Year Est. Return 55.23%
This Fund
S&P 500
This Quarter Est. Return
+6.84%
1 Year Est. Return
+55.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$224M
Cap. Flow %
99.55%
Top 10 Hldgs %
43.62%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$18.2M
2
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$11.9M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
4
ARKK icon
ARK Innovation ETF
ARKK
+$8.81M
5
AAPL icon
Apple
AAPL
+$8.61M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
PINK icon
26
Simplify Health Care ETF
PINK
$391M
$3.05M 1.36%
+102,940
New +$3.24M
SPDW icon
27
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$2.77M 1.23%
+81,090
New +$2.9M
RDIV icon
28
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.39B
$2.72M 1.21%
+56,433
New +$2.84M
SPYG icon
29
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$2.52M 1.12%
+28,638
New +$2.47M
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$2.36M 1.05%
+4,033
New +$2.38M
UNH icon
31
UnitedHealth
UNH
$370B
$2.34M 1.04%
+4,622
New +$2.63M
PULS icon
32
PGIM Ultra Short Bond ETF
PULS
$18.4B
$2.26M 1%
+45,577
New +$2.26M
XLY icon
33
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$1.87M 0.83%
+16,700
New +$1.79M
NVDA icon
34
NVIDIA
NVDA
$5.42T
$1.76M 0.78%
+13,094
New +$1.8M
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.56M 0.7%
+13,448
New +$1.56M
PAVE icon
36
Global X US Infrastructure Development ETF
PAVE
$14.4B
$1.54M 0.68%
+38,023
New +$1.63M
XLV icon
37
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$1.46M 0.65%
+10,621
New +$1.55M
INTU icon
38
Intuit
INTU
$89B
$1.27M 0.56%
+2,019
New +$1.29M
XLP icon
39
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.18M 0.52%
+14,951
New +$1.21M
APH icon
40
Amphenol
APH
$209B
$1.14M 0.51%
+16,400
New +$1.15M
HD icon
41
Home Depot
HD
$355B
$1.14M 0.51%
+2,924
New +$1.19M
PYPL icon
42
PayPal
PYPL
$50.5B
$1.13M 0.5%
+13,206
New +$1.11M
TMO icon
43
Thermo Fisher Scientific
TMO
$220B
$1.08M 0.48%
+2,086
New +$1.15M
XAR icon
44
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$1.03M 0.46%
+6,218
New +$1.03M
XLF icon
45
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$1.01M 0.45%
+20,886
New +$1.01M
JPM icon
46
JPMorgan Chase
JPM
$950B
$997K 0.44%
+4,161
New +$969K
FTNT icon
47
Fortinet
FTNT
$117B
$866K 0.39%
+9,171
New +$816K
JPST icon
48
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$793K 0.35%
+15,753
New +$796K
QCOM icon
49
Qualcomm
QCOM
$176B
$761K 0.34%
+4,955
New +$811K
PANW icon
50
Palo Alto Networks
PANW
$297B
$671K 0.3%
+3,688
New +$697K
1
2
3 4

Similar funds

CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return
CIM
Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return
LRIC
Long Road Investment Counsel Kalamazoo, Michigan $255M AUM 12.85% 1-Year Est. Return

Byrne Financial Freedom's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Byrne Financial Freedom, which disclosed 99 positions worth $225M. Its ten largest holdings account for 44% of the portfolio.

Its largest position is Amazon: 88,927 shares worth $19.5M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, followed by Consumer Discretionary and Communication Services.

  • Byrne Financial Freedom's largest Q4 2024 buy was Amazon: 88,927 shares worth $19.5M.
  • Byrne Financial Freedom's ten largest holdings make up 44% of its $225M portfolio in Q4 2024.
  • Byrne Financial Freedom disclosed 99 positions in Q4 2024, its first 13F filing on record.

Based on Byrne Financial Freedom's 13F filing for Q4 2024, filed 29 Apr 2025.