BFF
Byrne Financial Freedom Portfolio holdings
AUM
$200M
This Quarter Return
+17.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$24M
(+14%)
Cap. Flow
+$80.3K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
47.6%
Holding
104
New
7
Increased
42
Reduced
33
Closed
4
Top Buys
| 1 |
Columbia Research Enhanced Core ETF
RECS
|
+$2.09M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2.02M |
| 3 |
Global X Artificial Intelligence & Technology ETF
AIQ
|
+$717K |
| 4 |
Palantir
PLTR
|
+$623K |
| 5 |
GE Aerospace
GE
|
+$618K |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$3.12M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.49M |
| 3 |
UnitedHealth
UNH
|
+$2.42M |
| 4 |
VictoryShares Free Cash Flow ETF
VFLO
|
+$362K |
| 5 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$252K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Automatic Data Processing
ADP
$120B
| – | – |
-708
| Closed | -$216K |
|
102
Walt Disney
DIS
$208B
| – | – |
-2,029
| Closed | -$200K |
|
|
103
UnitedHealth
UNH
$323B
| – | – |
-4,612
| Closed | -$2.42M |
|
|
104
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.74B
| – | – |
-3,523
| Closed | -$252K |
|