FF
Finley Financial Portfolio holdings
AUM
$199M
This Quarter Return
+0.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$192M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.13%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$24M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$19.6M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$13.4M |
| 4 |
Invesco QQQ Trust
QQQ
|
$13.3M |
| 5 |
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% |
