BFF

Byrne Financial Freedom Portfolio holdings

AUM $201M
1-Year Est. Return 30.82%
This Quarter Est. Return
1 Year Est. Return
+30.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$603K
3
+$466K
4
QCOM icon
Qualcomm
QCOM
+$374K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$366K

Top Sells

1
+$11.1M
2
+$7.2M
3
+$6.69M
4
PLTR icon
Palantir
PLTR
+$4.62M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$3.7M

Sector Composition

1 Technology 17.85%
2 Consumer Discretionary 10.66%
3 Communication Services 5.88%
4 Consumer Staples 5.62%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.32%
3,389
-45
52
$552K 0.31%
4,642
+1,100
53
$538K 0.31%
1,402
54
$453K 0.26%
5,087
+918
55
$447K 0.25%
775
-100
56
$429K 0.24%
1,839
+6
57
$419K 0.24%
2,000
+100
58
$418K 0.24%
6,770
+636
59
$374K 0.21%
453
60
$374K 0.21%
4,102
+545
61
$370K 0.21%
5,160
-2
62
$370K 0.21%
4,567
63
$345K 0.2%
2,061
+452
64
$340K 0.19%
1,993
+58
65
$335K 0.19%
3,461
66
$326K 0.19%
8,963
-72,127
67
$322K 0.18%
1,662
-10
68
$318K 0.18%
712
69
$307K 0.17%
5,950
70
$305K 0.17%
2,329
+110
71
$301K 0.17%
1,949
72
$301K 0.17%
7,201
+19
73
$299K 0.17%
2,257
+44
74
$299K 0.17%
+4,100
75
$295K 0.17%
1,138
-163
1 2
3
4 5