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
$199M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.37%
3 Communication Services 0.18%
4 Healthcare 0.17%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZN icon
51
Amazon
AMZN
$2.39T
$439K 0.22%
2,000
ESGU icon
52
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$387K 0.19%
2,860
INDY icon
53
iShares S&P India Nifty 50 Index Fund
INDY
$692M
$378K 0.19%
6,960
CRDO icon
54
Credo Technology Group
CRDO
$26.9B
$367K 0.18%
3,960
XLV icon
55
Health Care Select Sector SPDR Fund
XLV
$36B
$361K 0.18%
2,675
-1,031
EAGG icon
56
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.21B
$352K 0.18%
7,400
LLY icon
57
Eli Lilly
LLY
$740B
$324K 0.16%
416
HEDJ icon
58
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$317K 0.16%
6,580
EMB icon
59
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$287K 0.14%
3,100
+1,400
USRT icon
60
iShares Core US REIT ETF
USRT
$3.21B
$270K 0.14%
4,780
UPS icon
61
United Parcel Service
UPS
$73.9B
$265K 0.13%
2,626
SHY icon
62
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$261K 0.13%
3,145
SUSC icon
63
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
$252K 0.13%
10,850
LQD icon
64
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$208K 0.1%
1,900
EWJ icon
65
iShares MSCI Japan ETF
EWJ
$16B
$207K 0.1%
2,760
+260
ESML icon
66
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.06B
$207K 0.1%
5,000
EWU icon
67
iShares MSCI United Kingdom ETF
EWU
$2.92B
$200K 0.1%
5,040
GRMN icon
68
Garmin
GRMN
$48.2B
$198K 0.1%
949
IUSG icon
69
iShares Core S&P US Growth ETF
IUSG
$26B
$177K 0.09%
1,180
ESGD icon
70
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$163K 0.08%
1,830
KBWB icon
71
Invesco KBW Bank ETF
KBWB
$5.13B
$161K 0.08%
2,250
LSF icon
72
Laird Superfood
LSF
$51.4M
$158K 0.08%
25,000
SUSB icon
73
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$155K 0.08%
6,150
SPOT icon
74
Spotify
SPOT
$133B
$149K 0.07%
194
IAT icon
75
iShares US Regional Banks ETF
IAT
$664M
$149K 0.07%
3,000