BFF

Byrne Financial Freedom Portfolio holdings

AUM $201M
1-Year Est. Return 30.82%
This Quarter Est. Return
1 Year Est. Return
+30.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$603K
3
+$466K
4
QCOM icon
Qualcomm
QCOM
+$374K
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$366K

Top Sells

1
+$11.1M
2
+$7.2M
3
+$6.69M
4
PLTR icon
Palantir
PLTR
+$4.62M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$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 Change
in Stake 		Capital Flow
101
– –
-102,940
102
– –
-56,433
103
– –
-275,100
1 2 3 4
5