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
$179M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$440K
3
+$229K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$202K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$183K

Top Sells

1
+$347K
2
+$337K
3
+$330K
4
IYR icon
iShares US Real Estate ETF
IYR
+$324K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$279K

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.27%
3 Healthcare 0.22%
4 Communication Services 0.21%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.7%
15,037
27
$1.11M 0.62%
20,551
-925
28
$1.07M 0.6%
11,495
-3,465
29
$1.02M 0.57%
12,945
-65
30
$1.01M 0.56%
1,820
31
$890K 0.5%
7,760
32
$871K 0.49%
7,610
33
$849K 0.47%
17,435
-4,475
34
$831K 0.46%
33,097
35
$816K 0.45%
7,385
-2,344
36
$738K 0.41%
12,230
-225
37
$737K 0.41%
6,055
+70
38
$590K 0.33%
11,630
+100
39
$566K 0.32%
5,710
+225
40
$563K 0.31%
3,085
+1,000
41
$557K 0.31%
7,590
+1,040
42
$538K 0.3%
5,290
43
$516K 0.29%
3,706
-250
44
$494K 0.28%
5,340
+90
45
$470K 0.26%
4,660
-160
46
$466K 0.26%
3,840
+75
47
$446K 0.25%
13,200
48
$440K 0.25%
+4,800
49
$438K 0.24%
3,565
-45
50
$420K 0.23%
755
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