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BFF
Byrne Financial Freedom Portfolio holdings
AUM
$256M
1-Year Est. Return
55.23%
This Fund
S&P 500
This Quarter
Est. Return
+6.84%
1 Year Est. Return
+55.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$224M
Cap. Flow
% of AUM
99.55%
Top 10 Holdings %
Top 10 Hldgs %
43.62%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$18.2M |
| 2 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$11.9M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$10.1M |
| 4 |
ARK Innovation ETF
ARKK
|
+$8.81M |
| 5 |
Apple
AAPL
|
+$8.61M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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
Oracle
ORCL
$436B
| $658K | 0.29% |
+3,948
| New | +$701K |
|
52
Adobe
ADBE
$108B
| $623K | 0.28% |
+1,402
| New | +$694K |
|
53
WisdomTree India Earnings Fund ETF
EPI
$2.05B
| $585K | 0.26% |
+12,925
| New | +$613K |
|
54
Tesla
TSLA
$1.3T
| $525K | 0.23% |
+1,301
| New | +$419K |
|
55
Meta Platforms (Facebook)
META
$1.51T
| $512K | 0.23% |
+875
| New | +$514K |
|
56
Johnson & Johnson
JNJ
$629B
| $497K | 0.22% |
+3,434
| New | +$532K |
|
57
Lowe's Companies
LOW
$122B
| $452K | 0.2% |
+1,833
| New | +$490K |
|
58
Unity
U
$19B
| $437K | 0.19% |
+19,467
| New | +$433K |
|
59
iShares Expanded Tech-Software Sector ETF
IGV
$15B
| $417K | 0.19% |
+4,169
| New | +$413K |
|
60
State Street SPDR S&P Biotech ETF
XBI
$10.4B
| $411K | 0.18% |
+4,567
| New | +$442K |
|
61
Dell
DELL
$299B
| $410K | 0.18% |
+3,557
| New | +$446K |
|
62
Franklin High Yield Corporate ETF
FLHY
$1.24B
| $406K | 0.18% |
+16,999
| New | +$410K |
|
63
ExxonMobil
XOM
$661B
| $381K | 0.17% |
+3,542
| New | +$414K |
|
64
Broadcom
AVGO
$2.02T
| $373K | 0.17% |
+1,609
| New | +$298K |
|
|
65
Alphabet (Google) Class A
GOOGL
$4.35T
| $369K | 0.16% |
+1,949
| New | +$341K |
|
66
Cisco
CSCO
$485B
| $363K | 0.16% |
+6,134
| New | +$350K |
|
67
Wells Fargo
WFC
$265B
| $363K | 0.16% |
+5,162
| New | +$352K |
|
68
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
| $362K | 0.16% |
+3,461
| New | +$406K |
|
69
Eli Lilly
LLY
$1.1T
| $350K | 0.16% |
+453
| New | +$375K |
|
70
Lockheed Martin
LMT
$139B
| $346K | 0.15% |
+712
| New | +$388K |
|
71
TSMC
TSM
$2.19T
| $344K | 0.15% |
+1,742
| New | +$337K |
|
72
Boeing
BA
$185B
| $342K | 0.15% |
+1,935
| New | +$304K |
|
73
AbbVie
ABBV
$437B
| $338K | 0.15% |
+1,900
| New | +$349K |
|
74
Vanguard Dividend Appreciation ETF
VIG
$114B
| $327K | 0.15% |
+1,672
| New | +$334K |
|
75
iShares US Medical Devices ETF
IHI
$3.43B
| $318K | 0.14% |
+5,448
| New | +$324K |
|
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Byrne Financial Freedom's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Byrne Financial Freedom, which disclosed 99 positions worth $225M. Its ten largest holdings account for 44% of the portfolio.
Its largest position is Amazon: 88,927 shares worth $19.5M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, followed by Consumer Discretionary and Communication Services.
- Byrne Financial Freedom's largest Q4 2024 buy was Amazon: 88,927 shares worth $19.5M.
- Byrne Financial Freedom's ten largest holdings make up 44% of its $225M portfolio in Q4 2024.
- Byrne Financial Freedom disclosed 99 positions in Q4 2024, its first 13F filing on record.
Based on Byrne Financial Freedom's 13F filing for Q4 2024, filed 29 Apr 2025.