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
1
$19.5M 9.75%
88,875
+1,016
2
$11.3M 5.66%
161,139
-1,721
3
$10.5M 5.25%
59,173
+2,192
4
$9.43M 4.72%
18,964
+216
5
$8.33M 4.16%
61,101
+4,568
6
$7.48M 3.74%
684,766
-1,308
7
$7.41M 3.7%
36,121
+395
8
$7.38M 3.69%
146,819
+2,757
9
$7.15M 3.57%
173,825
-2,774
10
$6.73M 3.36%
29,623
+1,156
11
$6.31M 3.15%
116,100
-1,946
12
$5.97M 2.98%
61,030
+1,440
13
$5.4M 2.7%
104,932
+11,645
14
$4.81M 2.4%
4,858
+200
15
$4.52M 2.26%
116,339
-2,757
16
$4.39M 2.19%
7,954
+437
17
$3.68M 1.84%
63,642
+1,981
18
$3.43M 1.71%
94,900
+1,291
19
$3.39M 1.69%
36,092
-26,560
20
$3.3M 1.65%
93,488
-10,241
21
$2.76M 1.38%
28,974
+323
22
$2.72M 1.36%
73,933
+56,689
23
$2.68M 1.34%
53,758
+1,028
24
$2.57M 1.29%
59,030
+5,016
25
$2.29M 1.14%
14,479
+1,435
1
2 3 4 5