FF

Finley Financial Portfolio holdings

AUM $218M
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$883K
3
+$397K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$377K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$193K

Top Sells

1
+$1.46M
2
+$645K
3
+$537K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$526K
5
CRDO icon
Credo Technology Group
CRDO
+$397K

Sector Composition

1 Consumer Discretionary 0.35%
2 Technology 0.28%
3 Communication Services 0.14%
4 Industrials 0.12%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INDY icon
51
iShares S&P India Nifty 50 Index Fund
INDY
$576M
$455K 0.21%
9,230
+2,270
ESGU icon
52
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$426K 0.2%
2,860
EAGG icon
53
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.58B
$354K 0.16%
7,400
HEDJ icon
54
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.71B
$349K 0.16%
6,580
EWJ icon
55
iShares MSCI Japan ETF
EWJ
$19.1B
$314K 0.14%
3,890
+1,100
XLV icon
56
State Street Health Care Select Sector SPDR ETF
XLV
$38.4B
$313K 0.14%
2,020
-655
EMB icon
57
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.9B
$312K 0.14%
3,240
USRT icon
58
iShares Core US REIT ETF
USRT
$3.52B
$272K 0.12%
4,780
UPS icon
59
United Parcel Service
UPS
$82B
$260K 0.12%
2,626
SHY icon
60
iShares 1-3 Year Treasury Bond ETF
SHY
$24.7B
$260K 0.12%
3,145
SUSC icon
61
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.38B
$254K 0.12%
10,850
ESML icon
62
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.2B
$230K 0.11%
5,000
EWU icon
63
iShares MSCI United Kingdom ETF
EWU
$3B
$222K 0.1%
5,040
LQD icon
64
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.9B
$209K 0.1%
1,900
CRDO icon
65
Credo Technology Group
CRDO
$19.8B
$199K 0.09%
1,380
-2,580
IUSG icon
66
iShares Core S&P US Growth ETF
IUSG
$26.5B
$198K 0.09%
1,180
GRMN icon
67
Garmin
GRMN
$45.3B
$193K 0.09%
949
KBWB icon
68
Invesco KBW Bank ETF
KBWB
$5.11B
$190K 0.09%
2,250
ESGD icon
69
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.7B
$174K 0.08%
1,830
IAT icon
70
iShares US Regional Banks ETF
IAT
$555M
$165K 0.08%
3,000
SUSB icon
71
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.08B
$155K 0.07%
6,150
INDA icon
72
iShares MSCI India ETF
INDA
$7.79B
$141K 0.06%
2,600
VTI icon
73
Vanguard Total Stock Market ETF
VTI
$563B
$136K 0.06%
405
IUSB icon
74
iShares Core Universal USD Bond ETF
IUSB
$35.8B
$126K 0.06%
2,700
XLY icon
75
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$124K 0.06%
1,040
1 2
3
4 5