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
$218M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.04M
3
+$2.62M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$2.12M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.09M

Top Sells

1
+$5.27M
2
+$1.46M
3
+$1.42M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.05M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$735K

Sector Composition

1 Technology 20.98%
2 Consumer Discretionary 10.47%
3 Communication Services 9.65%
4 Consumer Staples 3.45%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XHB icon
76
State Street SPDR S&P Homebuilders ETF
XHB
$1.49B
$356K 0.16%
3,461
EEM icon
77
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$342K 0.16%
6,248
+242
GEV icon
78
GE Vernova
GEV
$224B
$335K 0.15%
512
+25
IJH icon
79
iShares Core S&P Mid-Cap ETF
IJH
$105B
$333K 0.15%
5,042
+1
XLI icon
80
State Street Industrial Select Sector SPDR ETF
XLI
$29B
$331K 0.15%
2,137
+1
COST icon
81
Costco
COST
$445B
$327K 0.15%
379
-5,819
TJX icon
82
TJX Companies
TJX
$173B
$317K 0.15%
2,061
+1
MUNI icon
83
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.72B
$312K 0.14%
5,950
ABBV icon
84
AbbVie
ABBV
$398B
$309K 0.14%
1,352
+15
SPYV icon
85
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
$290K 0.13%
5,100
PWR icon
86
Quanta Services
PWR
$84.8B
$287K 0.13%
+681
SBUX icon
87
Starbucks
SBUX
$114B
$278K 0.13%
3,304
+262
SPTL icon
88
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$271K 0.12%
10,226
+792
TSLA icon
89
Tesla
TSLA
$1.48T
$251K 0.12%
559
GLD icon
90
SPDR Gold Trust
GLD
$176B
$245K 0.11%
619
+39
PANW icon
91
Palo Alto Networks
PANW
$137B
$245K 0.11%
1,329
PEP icon
92
PepsiCo
PEP
$217B
$243K 0.11%
1,692
CIBR icon
93
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.86B
$242K 0.11%
3,387
+310
TLT icon
94
iShares 20+ Year Treasury Bond ETF
TLT
$44B
$235K 0.11%
+2,700
RWJ icon
95
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$222K 0.1%
4,561
-32
PYPL icon
96
PayPal
PYPL
$40.8B
$207K 0.09%
3,538
-8,651
TMUS icon
97
T-Mobile US
TMUS
$236B
$204K 0.09%
1,007
-9
ZROZ icon
98
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.43B
$204K 0.09%
3,178
-907
NKE icon
99
Nike
NKE
$80.1B
$202K 0.09%
3,164
+202
ABR icon
100
Arbor Realty Trust
ABR
$1.51B
– –
-15,683
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4
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