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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.02M
3
+$717K
4
PLTR icon
Palantir
PLTR
+$623K
5
GE icon
GE Aerospace
GE
+$618K

Top Sells

1
+$3.12M
2
+$2.49M
3
+$2.42M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$362K
5
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$252K

Sector Composition

1 Technology 19.92%
2 Consumer Discretionary 10.91%
3 Communication Services 5.95%
4 Consumer Staples 5.5%
5 Financials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
SPDR S&P 500 ETF Trust
SPY
$711B
$2.17M 1.08%
3,507
-192
EEM icon
27
iShares MSCI Emerging Markets ETF
EEM
$25.3B
$2.02M 1.01%
+41,956
XLY icon
28
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.1B
$1.98M 0.99%
18,228
+1,092
APH icon
29
Amphenol
APH
$191B
$1.72M 0.86%
17,400
XLP icon
30
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.1B
$1.71M 0.86%
21,140
+4,730
INTU icon
31
Intuit
INTU
$157B
$1.59M 0.79%
2,019
-3
XLK icon
32
State Street Technology Select Sector SPDR ETF
XLK
$94B
$1.57M 0.78%
12,372
-146
XLV icon
33
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$1.33M 0.66%
9,846
-488
XAR icon
34
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.84B
$1.29M 0.65%
6,138
+1
JPM icon
35
JPMorgan Chase
JPM
$810B
$1.21M 0.61%
4,177
-85
IBM icon
36
IBM
IBM
$277B
$1.18M 0.59%
3,998
-458
XLF icon
37
State Street Financial Select Sector SPDR ETF
XLF
$55B
$1.08M 0.54%
20,657
-432
QCOM icon
38
Qualcomm
QCOM
$166B
$1.08M 0.54%
6,762
-625
HD icon
39
Home Depot
HD
$385B
$1.08M 0.54%
2,936
+8
FTNT icon
40
Fortinet
FTNT
$61.4B
$959K 0.48%
9,071
PYPL icon
41
PayPal
PYPL
$53B
$956K 0.48%
12,866
-2,063
ORCL icon
42
Oracle
ORCL
$528B
$863K 0.43%
3,948
-500
RWJ icon
43
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.68B
$859K 0.43%
19,841
-858
PANW icon
44
Palo Alto Networks
PANW
$129B
$845K 0.42%
4,129
+241
AIQ icon
45
Global X Artificial Intelligence & Technology ETF
AIQ
$7.91B
$717K 0.36%
+16,420
U icon
46
Unity
U
$18.5B
$700K 0.35%
28,920
-5,224
IGV icon
47
iShares Expanded Tech-Software Sector ETF
IGV
$6.65B
$689K 0.34%
6,296
+1,209
DXJ icon
48
WisdomTree Japan Hedged Equity Fund
DXJ
$5.79B
$654K 0.33%
5,726
-27,310
FLHY icon
49
Franklin High Yield Corporate ETF
FLHY
$718M
$647K 0.32%
26,570
-527
AVGO icon
50
Broadcom
AVGO
$1.55T
$643K 0.32%
2,333
+272
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