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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.89M
3 +$637K
4
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$569K
5
PLTR icon
Palantir
PLTR
+$536K

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
51
$634K 0.32%
12,513
-3,382
52
$618K 0.31%
+2,400
53
$618K 0.31%
13,011
-565
54
$605K 0.3%
820
+45
55
$572K 0.29%
1,411
-555
56
$542K 0.27%
1,402
57
$519K 0.26%
3,399
+10
58
$517K 0.26%
4,216
+114
59
$500K 0.25%
4,642
60
$439K 0.22%
2,094
+101
61
$434K 0.22%
6,252
-518
62
$420K 0.21%
507
+122
63
$413K 0.21%
5,160
64
$408K 0.2%
1,839
65
$407K 0.2%
4,363
+263
66
$399K 0.2%
1,762
+20
67
$384K 0.19%
9,489
+526
68
$369K 0.18%
1,987
-13
69
$368K 0.18%
2,521
+264
70
$365K 0.18%
1,148
+10
71
$354K 0.18%
454
+1
72
$348K 0.17%
4,192
-375
73
$344K 0.17%
2,329
74
$344K 0.17%
1,949
75
$341K 0.17%
3,461