BFF
Byrne Financial Freedom Portfolio holdings
AUM
$218M
1-Year Est. Return
29.24%
This Fund
S&P 500
1 Year Est. Return
+29.24%
AUM
$218M
AUM Growth
+$17M
(+8.5%)
Holding
108
Top Buys
| 1 | +$4.83M | |
| 2 | +$3.04M | |
| 3 | +$2.62M | |
| 4 |
Columbia Research Enhanced Core ETF
RECS
|
+$2.12M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$2.09M |
Top Sells
| 1 | +$5.27M | |
| 2 | +$1.46M | |
| 3 | +$1.42M | |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$1.05M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$735K |
Sector Composition
| 1 | Technology | 20.98% |
| 2 | Consumer Discretionary | 10.47% |
| 3 | Communication Services | 9.65% |
| 4 | Consumer Staples | 3.45% |
| 5 | Healthcare | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Aurora
AUR
$8.28B
| – | – |
-14,000
|
|
||
102
Franklin High Yield Corporate ETF
FLHY
$802M
| – | – |
-57,833
|
|
||
|
103
iShares Expanded Tech-Software Sector ETF
IGV
$10.7B
| – | – |
-9,106
|
|
||
104
iShares Core S&P Small-Cap ETF
IJR
$90.3B
| – | – |
-1,782
|
|
||
105
Nuveen Massachusetts Quality Municipal Income Fund
NMT
$119M
| – | – |
-18,097
|
|
||
106
Columbia Short Duration Bond ETF
SBND
$141M
| – | – |
-11,000
|
|
||
107
Southern Company
SO
$110B
| – | – |
-2,307
|
|
||
108
Verizon
VZ
$214B
| – | – |
-4,573
|
|