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
$218M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.04M
3
+$2.62M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$2.12M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.09M

Top Sells

1
+$5.27M
2
+$1.46M
3
+$1.42M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.05M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$735K

Sector Composition

1 Technology 20.98%
2 Consumer Discretionary 10.47%
3 Communication Services 9.65%
4 Consumer Staples 3.45%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
51
Qualcomm
QCOM
$140B
$686K 0.31%
4,012
+1,515
DELL icon
52
Dell
DELL
$99.3B
$608K 0.28%
4,828
-291
ADBE icon
53
Adobe
ADBE
$110B
$597K 0.27%
1,707
+305
XOM icon
54
Exxon Mobil
XOM
$640B
$567K 0.26%
4,712
+227
META icon
55
Meta Platforms (Facebook)
META
$1.61T
$529K 0.24%
801
+6
FTNT icon
56
Fortinet
FTNT
$62.4B
$515K 0.24%
6,483
+700
GOOGL icon
57
Alphabet (Google) Class A
GOOGL
$3.67T
$501K 0.23%
1,599
-50
AMGN icon
58
Amgen
AMGN
$198B
$497K 0.23%
1,519
+245
CAT icon
59
Caterpillar
CAT
$326B
$496K 0.23%
+865
XLP icon
60
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.6B
$485K 0.22%
6,247
-18,668
WFC icon
61
Wells Fargo
WFC
$232B
$481K 0.22%
5,160
CSCO icon
62
Cisco
CSCO
$307B
$479K 0.22%
6,220
+936
U icon
63
Unity
U
$8.41B
$477K 0.22%
10,788
-311
XBI icon
64
State Street SPDR S&P Biotech ETF
XBI
$7.78B
$451K 0.21%
3,701
+462
UBER icon
65
Uber
UBER
$150B
$451K 0.21%
5,519
-738
LOW icon
66
Lowe's Companies
LOW
$134B
$443K 0.2%
1,839
FTXL icon
67
First Trust Nasdaq Semiconductor ETF
FTXL
$1.49B
$427K 0.2%
+3,300
DXJ icon
68
WisdomTree Japan Hedged Equity Fund
DXJ
$6.15B
$420K 0.19%
2,917
-172
RTX icon
69
RTX Corp
RTX
$273B
$409K 0.19%
2,229
-131
VFLO icon
70
VictoryShares Free Cash Flow ETF
VFLO
$6.15B
$400K 0.18%
10,165
-126
BA icon
71
Boeing
BA
$161B
$400K 0.18%
1,844
-60
EPI icon
72
WisdomTree India Earnings Fund ETF
EPI
$2.48B
$394K 0.18%
8,505
-318
BAC icon
73
Bank of America
BAC
$338B
$386K 0.18%
7,011
-97
IEFA icon
74
iShares Core MSCI EAFE ETF
IEFA
$169B
$376K 0.17%
+4,200
VIG icon
75
Vanguard Dividend Appreciation ETF
VIG
$101B
$366K 0.17%
1,665
+2
1 2
3
4 5