BFF

Byrne Financial Freedom Portfolio holdings

AUM $200M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$10.9M
3
+$10.9M
4
ARKK icon
ARK Innovation ETF
ARKK
+$9.33M
5
AAPL icon
Apple
AAPL
+$9.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.96%
2 Consumer Discretionary 9.85%
3 Communication Services 5.43%
4 Consumer Staples 4.41%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 8.68%
+88,927
2
$10.9M 4.83%
+158,314
3
$10.9M 4.83%
+56,985
4
$9.33M 4.15%
+164,419
5
$9.15M 4.07%
+36,548
6
$8.42M 3.75%
+111,321
7
$7.97M 3.55%
+18,911
8
$7.46M 3.32%
+179,191
9
$7.27M 3.23%
+644,434
10
$7.2M 3.21%
+275,100
11
$6.89M 3.07%
+31,342
12
$6.62M 2.95%
+121,895
13
$5.65M 2.51%
+60,928
14
$5.46M 2.43%
+110,001
15
$5.42M 2.41%
+59,970
16
$5.35M 2.38%
+144,505
17
$5.11M 2.27%
+111,714
18
$4.83M 2.15%
+120,585
19
$4.24M 1.89%
+4,624
20
$3.8M 1.69%
+63,530
21
$3.75M 1.67%
+7,337
22
$3.58M 1.59%
+32,451
23
$3.52M 1.57%
+103,226
24
$3.51M 1.56%
+16,683
25
$3.48M 1.55%
+92,880
1
2 3 4