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
$216M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$738K
3 +$731K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$673K
5
IYW icon
iShares US Technology ETF
IYW
+$335K

Top Sells

1 +$2.48M
2 +$624K
3 +$613K
4
IYF icon
iShares US Financials ETF
IYF
+$431K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$295K

Sector Composition

1 Technology 0.48%
2 Consumer Discretionary 0.36%
3 Communication Services 0.16%
4 Healthcare 0.12%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWS icon
51
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
$498K 0.23%
3,565
AMZN icon
52
Amazon
AMZN
$2.39T
$439K 0.2%
2,000
ESGU icon
53
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$416K 0.19%
2,860
XLV icon
54
Health Care Select Sector SPDR Fund
XLV
$36B
$372K 0.17%
2,675
EAGG icon
55
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$355K 0.16%
7,400
INDY icon
56
iShares S&P India Nifty 50 Index Fund
INDY
$692M
$354K 0.16%
6,960
HEDJ icon
57
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$332K 0.15%
6,580
EMB icon
58
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$308K 0.14%
3,240
+140
USRT icon
59
iShares Core US REIT ETF
USRT
$3.21B
$281K 0.13%
4,780
SHY icon
60
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$261K 0.12%
3,145
SUSC icon
61
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
$256K 0.12%
10,850
LLY icon
62
Eli Lilly
LLY
$740B
$241K 0.11%
316
-100
GRMN icon
63
Garmin
GRMN
$48.2B
$234K 0.11%
949
ESML icon
64
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.06B
$225K 0.1%
5,000
EWJ icon
65
iShares MSCI Japan ETF
EWJ
$16B
$224K 0.1%
2,790
+30
UPS icon
66
United Parcel Service
UPS
$73.9B
$219K 0.1%
2,626
LQD icon
67
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$212K 0.1%
1,900
EWU icon
68
iShares MSCI United Kingdom ETF
EWU
$2.92B
$212K 0.1%
5,040
IUSG icon
69
iShares Core S&P US Growth ETF
IUSG
$26B
$194K 0.09%
1,180
KBWB icon
70
Invesco KBW Bank ETF
KBWB
$5.13B
$176K 0.08%
2,250
ESGD icon
71
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$170K 0.08%
1,830
IAT icon
72
iShares US Regional Banks ETF
IAT
$664M
$158K 0.07%
3,000
SUSB icon
73
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$156K 0.07%
6,150
LSF icon
74
Laird Superfood
LSF
$51.4M
$140K 0.06%
25,000
SPOT icon
75
Spotify
SPOT
$133B
$135K 0.06%
194