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
51
$447K 0.23%
+2,000
52
$394K 0.2%
+13,200
53
$373K 0.19%
+2,860
54
$357K 0.19%
+4,345
55
$348K 0.18%
+6,960
56
$343K 0.18%
+7,400
57
$335K 0.17%
+2,626
58
$311K 0.16%
+416
59
$296K 0.15%
+6,580
60
$279K 0.15%
+3,655
61
$269K 0.14%
+4,780
62
$246K 0.13%
+10,850
63
$215K 0.11%
+5,000
64
$210K 0.11%
+6,205
65
$203K 0.11%
+949
66
$202K 0.11%
+1,900
67
$198K 0.1%
+2,200
68
$195K 0.1%
+2,580
69
$190K 0.1%
+445
70
$186K 0.1%
+25,000
71
$167K 0.09%
+1,180
72
$166K 0.09%
+2,500
73
$158K 0.08%
+3,000
74
$156K 0.08%
+2,250
75
$152K 0.08%
+6,150
1 2
3
4 5