BFF

Byrne Financial Freedom Portfolio holdings

AUM $200M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$10.9M
3
+$10.9M
4
ARKK icon
ARK Innovation ETF
ARKK
+$9.33M
5
AAPL icon
Apple
AAPL
+$9.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.96%
2 Consumer Discretionary 9.85%
3 Communication Services 5.43%
4 Consumer Staples 4.41%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.14%
+7,182
77
$314K 0.14%
+5,038
78
$308K 0.14%
+5,950
79
$292K 0.13%
+2,219
80
$286K 0.13%
+856
81
$271K 0.12%
+5,300
82
$260K 0.12%
+1,708
83
$258K 0.11%
+2,235
84
$257K 0.11%
+6,899
85
$256K 0.11%
+2,213
86
$248K 0.11%
+2,056
87
$243K 0.11%
+3,691
88
$239K 0.11%
+2,901
89
$236K 0.11%
+2,119
90
$229K 0.1%
+385
91
$229K 0.1%
+1,037
92
$215K 0.1%
+6,214
93
$214K 0.1%
+894
94
$211K 0.09%
+18,347
95
$208K 0.09%
+492
96
$207K 0.09%
+706
97
$195K 0.09%
+14,101
98
$119K 0.05%
+10,600
99
$91.9K 0.04%
+10,200
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