BFF

Byrne Financial Freedom Portfolio holdings

AUM $200M
This Quarter Est. Return
1 Year Est. Return
–
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
JPST icon
51
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$634K 0.32%
12,513
-3,382
GE icon
52
GE Aerospace
GE
$321B
$618K 0.31%
+2,400
EPI icon
53
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$618K 0.31%
13,011
-565
META icon
54
Meta Platforms (Facebook)
META
$1.85T
$605K 0.3%
820
+45
TMO icon
55
Thermo Fisher Scientific
TMO
$216B
$572K 0.29%
1,411
-555
ADBE icon
56
Adobe
ADBE
$148B
$542K 0.27%
1,402
JNJ icon
57
Johnson & Johnson
JNJ
$459B
$519K 0.26%
3,399
+10
DELL icon
58
Dell
DELL
$106B
$517K 0.26%
4,216
+114
XOM icon
59
Exxon Mobil
XOM
$492B
$500K 0.25%
4,642
BA icon
60
Boeing
BA
$167B
$439K 0.22%
2,094
+101
CSCO icon
61
Cisco
CSCO
$279B
$434K 0.22%
6,252
-518
AXON icon
62
Axon Enterprise
AXON
$57.8B
$420K 0.21%
507
+122
WFC icon
63
Wells Fargo
WFC
$272B
$413K 0.21%
5,160
LOW icon
64
Lowe's Companies
LOW
$136B
$408K 0.2%
1,839
UBER icon
65
Uber
UBER
$196B
$407K 0.2%
4,363
+263
TSM icon
66
TSMC
TSM
$1.53T
$399K 0.2%
1,762
+20
SPDW icon
67
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$384K 0.19%
9,489
+526
ABBV icon
68
AbbVie
ABBV
$403B
$369K 0.18%
1,987
-13
RTX icon
69
RTX Corp
RTX
$240B
$368K 0.18%
2,521
+264
TSLA icon
70
Tesla
TSLA
$1.44T
$365K 0.18%
1,148
+10
LLY icon
71
Eli Lilly
LLY
$740B
$354K 0.18%
454
+1
XBI icon
72
SPDR S&P Biotech ETF
XBI
$6.28B
$348K 0.17%
4,192
-375
XLI icon
73
Industrial Select Sector SPDR Fund
XLI
$23.9B
$344K 0.17%
2,329
GOOGL icon
74
Alphabet (Google) Class A
GOOGL
$3.14T
$344K 0.17%
1,949
XHB icon
75
SPDR S&P Homebuilders ETF
XHB
$1.83B
$341K 0.17%
3,461
1 2
3
4 5