BFF

Byrne Financial Freedom Portfolio holdings

AUM $209M
1-Year Est. Return 32.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$880K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.3%
2 Consumer Discretionary 10.96%
3 Communication Services 8.67%
4 Consumer Staples 6.14%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.3M 9.6%
87,808
-1,067
2
$16M 7.96%
65,659
+6,486
3
$9.88M 4.92%
19,072
+108
4
$9.79M 4.87%
113,463
-47,676
5
$9.04M 4.5%
49,548
-11,553
6
$7.67M 3.82%
135,097
-11,722
7
$7.39M 3.68%
649,230
-35,536
8
$7.02M 3.49%
27,571
-8,550
9
$6.97M 3.47%
126,155
+21,223
10
$6.37M 3.17%
61,785
+755
11
$5.94M 2.96%
147,173
+73,240
12
$5.74M 2.86%
6,198
+1,340
13
$5.27M 2.62%
21,329
-8,294
14
$5.09M 2.53%
83,819
+20,177
15
$4.11M 2.05%
6,853
-1,101
16
$3.9M 1.94%
110,883
+15,983
17
$3.9M 1.94%
88,683
-85,142
18
$3.25M 1.62%
+101,119
19
$3.16M 1.57%
66,384
+7,354
20
$3.12M 1.55%
62,625
+8,867
21
$2.96M 1.47%
28,331
-643
22
$2.61M 1.3%
52,830
+36,410
23
$2.42M 1.2%
12,953
-1,526
24
$2.34M 1.17%
41,532
-74,568
25
$2.24M 1.11%
52,259
+42,770