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
$176M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$603K
3
+$466K
4
QCOM icon
Qualcomm
QCOM
+$374K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$366K

Top Sells

1
+$11.1M
2
+$7.2M
3
+$6.69M
4
PLTR icon
Palantir
PLTR
+$4.62M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$3.7M

Sector Composition

1 Technology 17.85%
2 Consumer Discretionary 10.66%
3 Communication Services 5.88%
4 Consumer Staples 5.62%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.16%
54,014
+15,991
27
$1.69M 0.96%
8,568
+218
28
$1.51M 0.86%
10,334
-287
29
$1.41M 0.8%
13,044
-50
30
$1.34M 0.76%
16,410
+1,459
31
$1.29M 0.73%
6,259
-465
32
$1.24M 0.71%
2,022
+3
33
$1.14M 0.65%
17,400
+1,000
34
$1.13M 0.64%
7,387
+2,432
35
$1.11M 0.63%
4,456
-26,886
36
$1.07M 0.61%
2,928
+4
37
$1.05M 0.6%
21,089
+203
38
$1.05M 0.59%
4,262
+101
39
$986K 0.56%
6,137
-81
40
$978K 0.56%
1,966
-120
41
$974K 0.55%
14,929
+1,723
42
$873K 0.5%
9,071
-100
43
$842K 0.48%
20,699
-91,015
44
$805K 0.46%
15,895
+142
45
$669K 0.38%
34,144
+14,677
46
$663K 0.38%
3,888
+200
47
$646K 0.37%
27,097
+10,098
48
$622K 0.35%
4,448
+500
49
$593K 0.34%
13,576
+651
50
$573K 0.33%
17,244
+11,030
1
2
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