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

Top Buys

1 +$2.09M
2 +$2.02M
3 +$717K
4
PLTR icon
Palantir
PLTR
+$623K
5
GE icon
GE Aerospace
GE
+$618K

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
ADP icon
101
Automatic Data Processing
ADP
$114B
-708
DIS icon
102
Walt Disney
DIS
$201B
-2,029
UNH icon
103
UnitedHealth
UNH
$328B
-4,612
ZROZ icon
104
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.76B
-3,523