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
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$10.9M
3
+$10.9M
4
ARKK icon
ARK Innovation ETF
ARKK
+$9.33M
5
AAPL icon
Apple
AAPL
+$9.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.96%
2 Consumer Discretionary 9.85%
3 Communication Services 5.43%
4 Consumer Staples 4.41%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$658K 0.29%
+3,948
52
$623K 0.28%
+1,402
53
$585K 0.26%
+12,925
54
$525K 0.23%
+1,301
55
$512K 0.23%
+875
56
$497K 0.22%
+3,434
57
$452K 0.2%
+1,833
58
$437K 0.19%
+19,467
59
$417K 0.19%
+4,169
60
$411K 0.18%
+4,567
61
$410K 0.18%
+3,557
62
$406K 0.18%
+16,999
63
$381K 0.17%
+3,542
64
$373K 0.17%
+1,609
65
$369K 0.16%
+1,949
66
$363K 0.16%
+6,134
67
$363K 0.16%
+5,162
68
$362K 0.16%
+3,461
69
$350K 0.16%
+453
70
$346K 0.15%
+712
71
$344K 0.15%
+1,742
72
$342K 0.15%
+1,935
73
$338K 0.15%
+1,900
74
$327K 0.15%
+1,672
75
$318K 0.14%
+5,448
1 2
3
4