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
$200M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.89M
3 +$637K
4
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$569K
5
PLTR icon
Palantir
PLTR
+$536K

Sector Composition

1 Technology 19.92%
2 Consumer Discretionary 10.91%
3 Communication Services 5.95%
4 Consumer Staples 5.5%
5 Financials 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$340K 0.17%
1,662
77
$336K 0.17%
7,100
-101
78
$330K 0.16%
712
79
$313K 0.16%
5,040
+1
80
$306K 0.15%
5,950
81
$284K 0.14%
+537
82
$269K 0.13%
4,291
-506
83
$267K 0.13%
5,100
84
$262K 0.13%
861
85
$254K 0.13%
2,059
+1
86
$249K 0.12%
1,044
+4
87
$232K 0.12%
849
-7
88
$228K 0.11%
2,484
-212
89
$222K 0.11%
1,685
+7
90
$217K 0.11%
+3,052
91
$212K 0.11%
18,039
-345
92
$212K 0.11%
3,852
93
$209K 0.1%
+687
94
$207K 0.1%
4,780
+9
95
$207K 0.1%
+996
96
$203K 0.1%
760
-45
97
$166K 0.08%
15,548
+1,157
98
$120K 0.06%
10,600
99
$94.3K 0.05%
10,200
100
$73.4K 0.04%
14,000