BFF
Byrne Financial Freedom Portfolio holdings
AUM
$209M
1-Year Est. Return
32.46%
This Fund
S&P 500
1 Year Est. Return
+32.46%
AUM
$209M
AUM Growth
-$8.96M
(-4.1%)
Holding
111
Top Buys
| 1 | +$5.76M | |
| 2 | +$3.56M | |
| 3 | +$1.07M | |
| 4 |
Sonida Senior Living
SNDA
|
+$916K |
| 5 |
Microsoft
MSFT
|
+$853K |
Top Sells
| 1 | +$4.16M | |
| 2 | +$1.41M | |
| 3 | +$1.34M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$999K |
| 5 |
Franklin US Small Cap Multifactor Index ETF
FLQS
|
+$696K |
Sector Composition
| 1 | Technology | 19.72% |
| 2 | Communication Services | 10.6% |
| 3 | Consumer Discretionary | 9.74% |
| 4 | Consumer Staples | 3.83% |
| 5 | Healthcare | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core S&P Small-Cap ETF
IJR
$102B
| $205K | 0.1% |
+1,650
|
|
||
102
Ciena
CIEN
$71.2B
| $204K | 0.1% |
+525
|
|
||
103
TSMC
TSM
$2.1T
| $203K | 0.1% |
+600
|
|
||
104
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.37B
| – | – |
-3,178
|
|
||
105
WisdomTree Cloud Computing Fund
WCLD
$222M
| – | – |
-118,958
|
|
||
106
Tesla
TSLA
$1.37T
| – | – |
-559
|
|
||
107
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
| – | – |
-10,226
|
|
||
108
PayPal
PYPL
$45.1B
| – | – |
-3,538
|
|
||
109
Nike
NKE
$66.9B
| – | – |
-3,164
|
|
||
110
Intuit
INTU
$109B
| – | – |
-2,018
|
|
||
111
WisdomTree India Earnings Fund ETF
EPI
$2.21B
| – | – |
-8,505
|
|