BFF
Byrne Financial Freedom Portfolio holdings
AUM $176M
This Quarter Return
-5.98%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
-$48.7M (-22%)
Cap. Flow
-$37.8M
Cap. Flow % of AUM
-21.46%
Top 10 Holdings %Top 10 Hldgs %
45.59%
Holding
103
New
4
Increased
45
Reduced
36
Closed
6
Top Buys
| 1 | $2.27M | |
| 2 | $603K | |
| 3 | $466K | |
| 4 | $374K | |
| 5 | $366K |
Top Sells
| 1 | $11.1M | |
| 2 | $7.2M | |
| 3 | $6.69M | |
| 4 | $4.62M | |
| 5 | $3.7M |
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Consumer Discretionary | 10.66% |
| 3 | Communication Services | 5.88% |
| 4 | Consumer Staples | 5.62% |
| 5 | Healthcare | 2.85% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -102,940 | Closed | -$3.05M | |||
| – | – | -56,433 | Closed | -$2.72M | |||
| – | – | -275,100 | Closed | -$7.2M |
