BFF

Byrne Financial Freedom Portfolio holdings

AUM $201M
1-Year Est. Return 30.82%
This Quarter Est. Return
1 Year Est. Return
+30.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$603K
3
+$466K
4
QCOM icon
Qualcomm
QCOM
+$374K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$366K

Top Sells

1
+$11.1M
2
+$7.2M
3
+$6.69M
4
PLTR icon
Palantir
PLTR
+$4.62M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$3.7M

Sector Composition

1 Technology 17.85%
2 Consumer Discretionary 10.66%
3 Communication Services 5.88%
4 Consumer Staples 5.62%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.17%
5,039
+1
77
$289K 0.16%
1,742
78
$289K 0.16%
4,797
-651
79
$277K 0.16%
1,040
+3
80
$272K 0.15%
3,852
+161
81
$260K 0.15%
5,100
-200
82
$252K 0.14%
3,523
-154,791
83
$252K 0.14%
1,678
-30
84
$251K 0.14%
2,058
+2
85
$248K 0.14%
+861
86
$248K 0.14%
2,696
-205
87
$230K 0.13%
856
88
$228K 0.13%
805
-89
89
$218K 0.12%
18,384
+37
90
$216K 0.12%
+4,771
91
$216K 0.12%
708
+2
92
$202K 0.12%
385
93
$200K 0.11%
2,029
-90
94
$169K 0.1%
14,391
+290
95
$119K 0.07%
10,600
96
$94.2K 0.05%
+14,000
97
$94K 0.05%
10,200
98
– –
-6,899
99
– –
-2,235
100
– –
-492
1 2 3
4
5