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
$216M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$738K
3 +$731K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$673K
5
IYW icon
iShares US Technology ETF
IYW
+$335K

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
INDA icon
76
iShares MSCI India ETF
INDA
$9.41B
$135K 0.06%
2,600
+1,200
VTI icon
77
Vanguard Total Stock Market ETF
VTI
$567B
$133K 0.06%
405
IUSB icon
78
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$126K 0.06%
2,700
XLY icon
79
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.2B
$125K 0.06%
520
XLI icon
80
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
$122K 0.06%
790
ORCL icon
81
Oracle
ORCL
$546B
$112K 0.05%
400
EWT icon
82
iShares MSCI Taiwan ETF
EWT
$6.95B
$111K 0.05%
1,745
AIA icon
83
iShares Asia 50 ETF
AIA
$1.53B
$111K 0.05%
1,170
MCD icon
84
McDonald's
MCD
$226B
$110K 0.05%
361
ESGE icon
85
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
$105K 0.05%
2,420
DVY icon
86
iShares Select Dividend ETF
DVY
$21.1B
$104K 0.05%
730
IEF icon
87
iShares 7-10 Year Treasury Bond ETF
IEF
$44.9B
$101K 0.05%
1,050
EWZ icon
88
iShares MSCI Brazil ETF
EWZ
$6.54B
$99.8K 0.05%
3,220
IBB icon
89
iShares Biotechnology ETF
IBB
$8.67B
$97.5K 0.05%
675
FWONK icon
90
Liberty Media Series C
FWONK
$23.4B
$94.3K 0.04%
903
TLT icon
91
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
$92.9K 0.04%
1,040
SBUX icon
92
Starbucks
SBUX
$97.1B
$85.3K 0.04%
1,008
XLP icon
93
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$74.1K 0.03%
945
IEUR icon
94
iShares Core MSCI Europe ETF
IEUR
$6.9B
$68.8K 0.03%
1,010
+5
IUSV icon
95
iShares Core S&P US Value ETF
IUSV
$24.5B
$64K 0.03%
640
WMT icon
96
Walmart Inc. Common Stock
WMT
$930B
$62.8K 0.03%
609
CMCSA icon
97
Comcast
CMCSA
$99.2B
$59.7K 0.03%
1,900
HD icon
98
Home Depot
HD
$358B
$58.8K 0.03%
145
F icon
99
Ford
F
$54.8B
$56.5K 0.03%
4,725
LRCX icon
100
Lam Research
LRCX
$202B
$53.6K 0.02%
400