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
$201M
AUM Growth
+$880K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.96M
3
+$1.83M
4
AIQ icon
Global X Artificial Intelligence & Technology ETF
AIQ
+$1.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.58M

Top Sells

1
+$4.21M
2
+$4.11M
3
+$3.74M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$3.59M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.12M

Sector Composition

1 Technology 19.34%
2 Consumer Discretionary 10.92%
3 Communication Services 8.67%
4 Consumer Staples 6.14%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
51
Uber
UBER
$178B
$613K 0.31%
6,257
+1,894
META icon
52
Meta Platforms (Facebook)
META
$1.65T
$584K 0.29%
795
-25
JPST icon
53
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
$521K 0.26%
10,274
-2,239
XOM icon
54
Exxon Mobil
XOM
$504B
$506K 0.25%
4,485
-157
ADBE icon
55
Adobe
ADBE
$147B
$495K 0.25%
1,402
FTNT icon
56
Fortinet
FTNT
$61.3B
$486K 0.24%
5,783
-3,288
LOW icon
57
Lowe's Companies
LOW
$139B
$462K 0.23%
1,839
U icon
58
Unity
U
$21.1B
$444K 0.22%
11,099
-17,821
WFC icon
59
Wells Fargo
WFC
$291B
$433K 0.22%
5,160
QCOM icon
60
Qualcomm
QCOM
$194B
$415K 0.21%
2,497
-4,265
BA icon
61
Boeing
BA
$157B
$411K 0.2%
1,904
-190
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$3.77T
$401K 0.2%
1,649
-300
DXJ icon
63
WisdomTree Japan Hedged Equity Fund
DXJ
$4.94B
$396K 0.2%
3,089
-2,637
RTX icon
64
RTX Corp
RTX
$238B
$395K 0.2%
2,360
-161
EPI icon
65
WisdomTree India Earnings Fund ETF
EPI
$2.77B
$390K 0.19%
8,823
-4,188
VFLO icon
66
VictoryShares Free Cash Flow ETF
VFLO
$5.5B
$386K 0.19%
10,291
-83,197
XHB icon
67
State Street SPDR S&P Homebuilders ETF
XHB
$1.72B
$384K 0.19%
3,461
BAC icon
68
Bank of America
BAC
$398B
$367K 0.18%
7,108
+8
CSCO icon
69
Cisco
CSCO
$313B
$362K 0.18%
5,284
-968
AMGN icon
70
Amgen
AMGN
$171B
$359K 0.18%
+1,274
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$103B
$359K 0.18%
1,663
+1
XLI icon
72
State Street Industrial Select Sector SPDR ETF
XLI
$25.4B
$329K 0.16%
2,136
-193
IJH icon
73
iShares Core S&P Mid-Cap ETF
IJH
$104B
$329K 0.16%
5,041
+1
XBI icon
74
State Street SPDR S&P Biotech ETF
XBI
$7.66B
$325K 0.16%
3,239
-953
EEM icon
75
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$321K 0.16%
6,006
-35,950
1 2
3
4 5