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
$201M
AUM Growth
+$880K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.34%
2 Consumer Discretionary 10.92%
3 Communication Services 8.67%
4 Consumer Staples 6.14%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UBER icon
51
Uber
UBER
$155B
$613K 0.31%
6,257
+1,894
META icon
52
Meta Platforms (Facebook)
META
$1.67T
$584K 0.29%
795
-25
JPST icon
53
JPMorgan Ultra-Short Income ETF
JPST
$36.3B
$521K 0.26%
10,274
-2,239
XOM icon
54
Exxon Mobil
XOM
$623B
$506K 0.25%
4,485
-157
ADBE icon
55
Adobe
ADBE
$110B
$495K 0.25%
1,402
FTNT icon
56
Fortinet
FTNT
$61.5B
$486K 0.24%
5,783
-3,288
LOW icon
57
Lowe's Companies
LOW
$156B
$462K 0.23%
1,839
U icon
58
Unity
U
$10.7B
$444K 0.22%
11,099
-17,821
WFC icon
59
Wells Fargo
WFC
$291B
$433K 0.22%
5,160
QCOM icon
60
Qualcomm
QCOM
$147B
$415K 0.21%
2,497
-4,265
BA icon
61
Boeing
BA
$191B
$411K 0.2%
1,904
-190
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$3.91T
$401K 0.2%
1,649
-300
DXJ icon
63
WisdomTree Japan Hedged Equity Fund
DXJ
$6.27B
$396K 0.2%
3,089
-2,637
RTX icon
64
RTX Corp
RTX
$266B
$395K 0.2%
2,360
-161
EPI icon
65
WisdomTree India Earnings Fund ETF
EPI
$2.72B
$390K 0.19%
8,823
-4,188
VFLO icon
66
VictoryShares Free Cash Flow ETF
VFLO
$6.03B
$386K 0.19%
10,291
-83,197
XHB icon
67
State Street SPDR S&P Homebuilders ETF
XHB
$1.91B
$384K 0.19%
3,461
BAC icon
68
Bank of America
BAC
$408B
$367K 0.18%
7,108
+8
CSCO icon
69
Cisco
CSCO
$335B
$362K 0.18%
5,284
-968
AMGN icon
70
Amgen
AMGN
$207B
$359K 0.18%
+1,274
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$106B
$359K 0.18%
1,663
+1
XLI icon
72
State Street Industrial Select Sector SPDR ETF
XLI
$28.8B
$329K 0.16%
2,136
-193
IJH icon
73
iShares Core S&P Mid-Cap ETF
IJH
$112B
$329K 0.16%
5,041
+1
XBI icon
74
State Street SPDR S&P Biotech ETF
XBI
$8.41B
$325K 0.16%
3,239
-953
EEM icon
75
iShares MSCI Emerging Markets ETF
EEM
$27.3B
$321K 0.16%
6,006
-35,950