BFF

Byrne Financial Freedom Portfolio holdings

AUM $209M
1-Year Est. Return 32.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.56M
3
+$1.07M
4
SNDA icon
Sonida Senior Living
SNDA
+$916K
5
MSFT icon
Microsoft
MSFT
+$853K

Top Sells

1
+$4.16M
2
+$1.41M
3
+$1.34M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$999K
5
FLQS icon
Franklin US Small Cap Multifactor Index ETF
FLQS
+$696K

Sector Composition

1 Technology 19.72%
2 Communication Services 10.6%
3 Consumer Discretionary 9.74%
4 Consumer Staples 3.83%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTNT icon
51
Fortinet
FTNT
$63.9B
$635K 0.3%
7,767
+1,284
QCOM icon
52
Qualcomm
QCOM
$158B
$629K 0.3%
4,887
+875
CAT icon
53
Caterpillar
CAT
$381B
$616K 0.3%
870
+5
GE icon
54
GE Aerospace
GE
$293B
$578K 0.28%
2,038
-526
ORCL icon
55
Oracle
ORCL
$494B
$554K 0.27%
3,764
-1,179
XLP icon
56
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$494K 0.24%
6,024
-223
AMGN icon
57
Amgen
AMGN
$185B
$488K 0.23%
1,387
-132
FTXL icon
58
First Trust Nasdaq Semiconductor ETF
FTXL
$2.13B
$487K 0.23%
3,300
IEFA icon
59
iShares Core MSCI EAFE ETF
IEFA
$178B
$482K 0.23%
5,326
+1,126
FTSM icon
60
First Trust Enhanced Short Maturity ETF
FTSM
$6.43B
$479K 0.23%
+8,010
CSCO icon
61
Cisco
CSCO
$348B
$477K 0.23%
6,153
-67
XBI icon
62
State Street SPDR S&P Biotech ETF
XBI
$8.58B
$463K 0.22%
3,627
-74
GOOGL icon
63
Alphabet (Google) Class A
GOOGL
$4.24T
$462K 0.22%
1,608
+9
GEV icon
64
GE Vernova
GEV
$298B
$447K 0.21%
512
DXJ icon
65
WisdomTree Japan Hedged Equity Fund
DXJ
$6.12B
$443K 0.21%
2,793
-124
RTX icon
66
RTX Corp
RTX
$235B
$436K 0.21%
2,259
+30
LOW icon
67
Lowe's Companies
LOW
$136B
$435K 0.21%
1,839
IVV icon
68
iShares Core S&P 500 ETF
IVV
$787B
$411K 0.2%
+629
VFLO icon
69
VictoryShares Free Cash Flow ETF
VFLO
$6.6B
$397K 0.19%
10,054
-111
WFC icon
70
Wells Fargo
WFC
$245B
$393K 0.19%
4,942
-218
UBER icon
71
Uber
UBER
$156B
$380K 0.18%
5,287
-232
PWR icon
72
Quanta Services
PWR
$94.4B
$374K 0.18%
681
BA icon
73
Boeing
BA
$182B
$367K 0.18%
1,844
VIG icon
74
Vanguard Dividend Appreciation ETF
VIG
$104B
$358K 0.17%
1,666
+1
EEM icon
75
iShares MSCI Emerging Markets ETF
EEM
$28.2B
$355K 0.17%
6,258
+10
1 2
3
4 5