We are live on ! Find out more
BFF

Byrne Financial Freedom Portfolio holdings

AUM $256M
1-Year Est. Return 55.23%
This Fund
S&P 500
This Quarter Est. Return
+6.84%
1 Year Est. Return
+55.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$224M
Cap. Flow %
99.55%
Top 10 Hldgs %
43.62%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$18.2M
2
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$11.9M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.1M
4
ARKK icon
ARK Innovation ETF
ARKK
+$8.81M
5
AAPL icon
Apple
AAPL
+$8.61M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
BAC icon
76
Bank of America
BAC
$447B
$316K 0.14%
+7,182
New +$316K
IJH icon
77
iShares Core S&P Mid-Cap ETF
IJH
$127B
$314K 0.14%
+5,038
New +$323K
MUNI icon
78
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$308K 0.14%
+5,950
New +$311K
XLI icon
79
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$292K 0.13%
+2,219
New +$306K
CRM icon
80
Salesforce
CRM
$162B
$286K 0.13%
+856
New +$273K
SPYV icon
81
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$271K 0.12%
+5,300
New +$282K
PEP icon
82
PepsiCo
PEP
$188B
$260K 0.12%
+1,708
New +$280K
IJR icon
83
iShares Core S&P Small-Cap ETF
IJR
$112B
$258K 0.11%
+2,235
New +$267K
DKNG icon
84
DraftKings
DKNG
$12B
$257K 0.11%
+6,899
New +$274K
RTX icon
85
RTX Corp
RTX
$302B
$256K 0.11%
+2,213
New +$267K
TJX icon
86
TJX Companies
TJX
$175B
$248K 0.11%
+2,056
New +$245K
BMRN icon
87
BioMarin Pharmaceuticals
BMRN
$13.3B
$243K 0.11%
+3,691
New +$247K
SO icon
88
Southern Company
SO
$105B
$239K 0.11%
+2,901
New +$255K
DIS icon
89
Walt Disney
DIS
$178B
$236K 0.11%
+2,119
New +$223K
AXON
90
Axon Enterprise
AXON
$48.4B
$229K 0.1%
+385
New +$209K
TMUS icon
91
T-Mobile US
TMUS
$191B
$229K 0.1%
+1,037
New +$236K
RECS icon
92
Columbia Research Enhanced Core ETF
RECS
$6.03B
$215K 0.1%
+6,214
New +$218K
PGR icon
93
Progressive
PGR
$124B
$214K 0.1%
+894
New +$225K
NMT icon
94
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$129M
$211K 0.09%
+18,347
New +$214K
DE icon
95
Deere & Co
DE
$164B
$208K 0.09%
+492
New +$207K
ADP icon
96
Automatic Data Processing
ADP
$109B
$207K 0.09%
+706
New +$209K
ABR icon
97
Arbor Realty Trust
ABR
$1,000M
$195K 0.09%
+14,101
New +$208K
PFD
98
Flaherty & Crumrine Preferred and Income Fund
PFD
$145M
$119K 0.05%
+10,600
New +$122K
PFO
99
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$119M
$91.9K 0.04%
+10,200
New +$94.1K
1 2 3
4

Similar funds

CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return
CIM
Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return
LRIC
Long Road Investment Counsel Kalamazoo, Michigan $255M AUM 12.85% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Byrne Financial Freedom's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Byrne Financial Freedom, which disclosed 99 positions worth $225M. Its ten largest holdings account for 44% of the portfolio.

Its largest position is Amazon: 88,927 shares worth $19.5M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, followed by Consumer Discretionary and Communication Services.

  • Byrne Financial Freedom's largest Q4 2024 buy was Amazon: 88,927 shares worth $19.5M.
  • Byrne Financial Freedom's ten largest holdings make up 44% of its $225M portfolio in Q4 2024.
  • Byrne Financial Freedom disclosed 99 positions in Q4 2024, its first 13F filing on record.

Based on Byrne Financial Freedom's 13F filing for Q4 2024, filed 29 Apr 2025.