FF

Finley Financial Portfolio holdings

AUM $216M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$19.6M
3
+$13.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.43%
2 Technology 0.37%
3 Communication Services 0.19%
4 Industrials 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.73%
+15,037
27
$1.37M 0.72%
+14,960
28
$1.12M 0.58%
+21,476
29
$1.08M 0.56%
+21,910
30
$1.08M 0.56%
+1,820
31
$1.07M 0.56%
+9,729
32
$992K 0.52%
+7,760
33
$937K 0.49%
+7,610
34
$919K 0.48%
+13,010
35
$828K 0.43%
+5,985
36
$724K 0.38%
+33,097
37
$657K 0.34%
+12,455
38
$591K 0.31%
+5,290
39
$576K 0.3%
+5,250
40
$573K 0.3%
+11,530
41
$564K 0.29%
+4,820
42
$556K 0.29%
+3,956
43
$530K 0.28%
+5,485
44
$495K 0.26%
+2,180
45
$490K 0.26%
+3,765
46
$476K 0.25%
+3,610
47
$466K 0.24%
+6,550
48
$465K 0.24%
+2,085
49
$457K 0.24%
+3,380
50
$450K 0.23%
+755
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