BFF

Byrne Financial Freedom Portfolio holdings

AUM $218M
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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 +$1.92M
2 +$1.89M
3 +$637K
4
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$569K
5
PLTR icon
Palantir
PLTR
+$536K

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
26
$2.17M 1.08%
3,507
-192
27
$2.02M 1.01%
+41,956
28
$1.98M 0.99%
18,228
+1,092
29
$1.72M 0.86%
17,400
30
$1.71M 0.86%
21,140
+4,730
31
$1.59M 0.79%
2,019
-3
32
$1.57M 0.78%
12,372
-146
33
$1.33M 0.66%
9,846
-488
34
$1.29M 0.65%
6,138
+1
35
$1.21M 0.61%
4,177
-85
36
$1.18M 0.59%
3,998
-458
37
$1.08M 0.54%
20,657
-432
38
$1.08M 0.54%
6,762
-625
39
$1.08M 0.54%
2,936
+8
40
$959K 0.48%
9,071
41
$956K 0.48%
12,866
-2,063
42
$863K 0.43%
3,948
-500
43
$859K 0.43%
19,841
-858
44
$845K 0.42%
4,129
+241
45
$717K 0.36%
+16,420
46
$700K 0.35%
28,920
-5,224
47
$689K 0.34%
6,296
+1,209
48
$654K 0.33%
5,726
-27,310
49
$647K 0.32%
26,570
-527
50
$643K 0.32%
2,333
+272