BFF

Byrne Financial Freedom Portfolio holdings

AUM $218M
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$1.92M
2
+$1.89M
3
+$637K
4
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$569K
5
PLTR icon
Palantir
PLTR
+$536K

Top Sells

1
+$2.98M
2
+$2.42M
3
+$2.33M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$344K
5
ZROZ icon
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 Change
in Stake 		Capital Flow
101
– –
-708
102
– –
-2,029
103
– –
-4,612
104
– –
-3,523
1 2 3 4
5