FF

Finley Financial Portfolio holdings

AUM $214M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
+$2.62M
2
+$711K
3
+$703K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$633K
5
IYW icon
iShares US Technology ETF
IYW
+$313K

Top Sells

1
+$2.44M
2
+$601K
3
+$583K
4
IYF icon
iShares US Financials ETF
IYF
+$421K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$290K

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
51
$498K 0.23%
3,565
52
$439K 0.2%
2,000
53
$416K 0.19%
2,860
54
$372K 0.17%
2,675
55
$355K 0.16%
7,400
56
$354K 0.16%
6,960
57
$332K 0.15%
6,580
58
$308K 0.14%
3,240
+140
59
$281K 0.13%
4,780
60
$261K 0.12%
3,145
61
$256K 0.12%
10,850
62
$241K 0.11%
316
-100
63
$234K 0.11%
949
64
$225K 0.1%
5,000
65
$224K 0.1%
2,790
+30
66
$219K 0.1%
2,626
67
$212K 0.1%
1,900
68
$212K 0.1%
5,040
69
$194K 0.09%
1,180
70
$176K 0.08%
2,250
71
$170K 0.08%
1,830
72
$158K 0.07%
3,000
73
$156K 0.07%
6,150
74
$140K 0.06%
25,000
75
$135K 0.06%
194
1 2
3
4 5