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
$214M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$599K
3 +$487K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$239K
5
INDA icon
iShares MSCI India ETF
INDA
+$207K

Top Sells

1 +$2.25M
2 +$422K
3 +$193K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$160K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$143K

Sector Composition

1 Consumer Discretionary 0.35%
2 Technology 0.16%
3 Industrials 0.12%
4 Consumer Staples 0.07%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWT icon
76
iShares MSCI Taiwan ETF
EWT
$9.86B
$124K 0.06%
1,745
EWZ icon
77
iShares MSCI Brazil ETF
EWZ
$11.4B
$124K 0.06%
3,220
IBB icon
78
iShares Biotechnology ETF
IBB
$8B
$114K 0.05%
675
XLY icon
79
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$113K 0.05%
1,040
MCD icon
80
McDonald's
MCD
$196B
$112K 0.05%
361
DVY icon
81
iShares Select Dividend ETF
DVY
$22.4B
$111K 0.05%
730
ESGE icon
82
iShares ESG Aware MSCI EM ETF
ESGE
$7.09B
$110K 0.05%
2,420
IEF icon
83
iShares 7-10 Year Treasury Bond ETF
IEF
$48.5B
$100K 0.05%
1,050
SPOT icon
84
Spotify
SPOT
$85.9B
$94.1K 0.04%
194
SBUX icon
85
Starbucks
SBUX
$120B
$90.3K 0.04%
1,008
TLT icon
86
iShares 20+ Year Treasury Bond ETF
TLT
$43.2B
$90.2K 0.04%
1,040
LRCX icon
87
Lam Research
LRCX
$368B
$85.5K 0.04%
400
XLP icon
88
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$77.5K 0.04%
945
WMT icon
89
Walmart Inc
WMT
$1.04T
$75.7K 0.04%
609
IEUR icon
90
iShares Core MSCI Europe ETF
IEUR
$8.81B
$71K 0.03%
1,010
SCZ icon
91
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.7B
$70.6K 0.03%
900
+600
IUSV icon
92
iShares Core S&P US Value ETF
IUSV
$25.7B
$65.4K 0.03%
640
CQQQ icon
93
Invesco China Technology ETF
CQQQ
$2.89B
$59.8K 0.03%
+1,300
ORCL icon
94
Oracle
ORCL
$564B
$58.8K 0.03%
400
INTC icon
95
Intel
INTC
$628B
$56.7K 0.03%
1,284
SMIN icon
96
iShares MSCI India Small-Cap ETF
SMIN
$649M
$55.8K 0.03%
930
+630
F icon
97
Ford
F
$49.1B
$54.5K 0.03%
4,725
LSF icon
98
Laird Superfood
LSF
$33.3M
$53.8K 0.03%
25,000
SCHM icon
99
Schwab US Mid-Cap ETF
SCHM
$14.6B
$51.6K 0.02%
1,668
HD icon
100
Home Depot
HD
$316B
$47.7K 0.02%
145