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
51
$375K 0.21%
2,000
52
$368K 0.21%
416
53
$368K 0.2%
6,960
54
$351K 0.2%
7,400
55
$346K 0.19%
2,860
56
$309K 0.17%
6,580
57
$266K 0.15%
4,780
58
$261K 0.15%
3,145
-1,200
59
$254K 0.14%
2,626
60
$250K 0.14%
10,850
61
$206K 0.11%
1,900
62
$194K 0.11%
949
63
$193K 0.11%
5,040
-1,165
64
$188K 0.1%
5,000
65
$180K 0.1%
2,500
66
$171K 0.1%
3,960
+1,380
67
$155K 0.09%
1,830
68
$154K 0.09%
6,150
69
$154K 0.09%
1,700
-500
70
$153K 0.09%
1,180
71
$145K 0.08%
25,000
72
$140K 0.08%
4,117
73
$137K 0.08%
2,250
74
$133K 0.07%
3,000
75
$124K 0.07%
2,700
1 2
3
4 5