BFF

Byrne Financial Freedom Portfolio holdings

AUM $209M
1-Year Est. Return 32.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$3.56M
3
+$1.07M
4
SNDA icon
Sonida Senior Living
SNDA
+$916K
5
MSFT icon
Microsoft
MSFT
+$853K

Top Sells

1
+$4.16M
2
+$1.41M
3
+$1.34M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$999K
5
FLQS icon
Franklin US Small Cap Multifactor Index ETF
FLQS
+$696K

Sector Composition

1 Technology 19.72%
2 Communication Services 10.6%
3 Consumer Discretionary 9.74%
4 Consumer Staples 3.83%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
76
Adobe
ADBE
$97.9B
$347K 0.17%
1,428
-279
XHB icon
77
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
$342K 0.16%
3,461
IJH icon
78
iShares Core S&P Mid-Cap ETF
IJH
$115B
$341K 0.16%
5,043
+1
TLT icon
79
iShares 20+ Year Treasury Bond ETF
TLT
$42.6B
$337K 0.16%
3,892
+1,192
BAC icon
80
Bank of America
BAC
$375B
$337K 0.16%
6,903
-108
XLI icon
81
State Street Industrial Select Sector SPDR ETF
XLI
$29.9B
$335K 0.16%
2,072
-65
TJX icon
82
TJX Companies
TJX
$174B
$329K 0.16%
2,062
+1
MUNI icon
83
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.85B
$311K 0.15%
5,950
SGOL icon
84
abrdn Physical Gold Shares ETF
SGOL
$7.99B
$295K 0.14%
+6,605
SBUX icon
85
Starbucks
SBUX
$112B
$292K 0.14%
3,255
-49
SPYV icon
86
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33.1B
$289K 0.14%
5,100
CIBR icon
87
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.2B
$285K 0.14%
4,545
+1,158
ABBV icon
88
AbbVie
ABBV
$353B
$284K 0.14%
1,307
-45
PEP icon
89
PepsiCo
PEP
$213B
$269K 0.13%
1,730
+38
GLD icon
90
SPDR Gold Trust
GLD
$158B
$266K 0.13%
619
IEMG icon
91
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$258K 0.12%
+3,703
COST icon
92
Costco
COST
$447B
$248K 0.12%
249
-130
TMO icon
93
Thermo Fisher Scientific
TMO
$175B
$244K 0.12%
497
-1,008
SAP icon
94
SAP
SAP
$205B
$243K 0.12%
+1,419
SPLB icon
95
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.29B
$239K 0.11%
+10,736
U icon
96
Unity
U
$11.6B
$237K 0.11%
10,788
VZ icon
97
Verizon
VZ
$200B
$231K 0.11%
+4,598
RWJ icon
98
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.81B
$221K 0.11%
4,384
-177
PANW icon
99
Palo Alto Networks
PANW
$149B
$213K 0.1%
1,329
TMUS icon
100
T-Mobile US
TMUS
$208B
$212K 0.1%
1,010
+3
1 2 3
4
5