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
1
$16.7M 9.5%
87,859
-1,068
2
$8.9M 5.06%
56,981
-4
3
$7.94M 4.51%
35,726
-822
4
$7.75M 4.4%
162,860
-1,559
5
$7.68M 4.37%
686,074
+41,640
6
$7.04M 4%
18,748
-163
7
$6.96M 3.95%
176,599
-2,592
8
$6.26M 3.56%
118,046
-3,849
9
$5.51M 3.13%
62,652
+1,724
10
$5.49M 3.12%
28,467
+11,784
11
$5.23M 2.97%
59,590
-380
12
$4.79M 2.72%
144,062
-443
13
$4.77M 2.71%
56,533
-54,788
14
$4.7M 2.67%
119,096
-1,489
15
$4.6M 2.62%
93,287
-16,714
16
$4.41M 2.5%
4,658
+34
17
$3.64M 2.07%
33,036
+585
18
$3.56M 2.02%
103,729
+503
19
$3.53M 2%
7,517
+180
20
$3.46M 1.97%
61,661
-1,869
21
$3.04M 1.73%
93,609
+729
22
$2.62M 1.49%
52,730
+7,153
23
$2.42M 1.37%
4,612
-10
24
$2.3M 1.31%
28,651
+13
25
$2.07M 1.18%
3,699
-334
1
2 3 4 5