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

Top Sells

1 +$2.48M
2 +$624K
3 +$613K
4
IYF icon
iShares US Financials ETF
IYF
+$431K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$295K

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
$9.58B
$135K 0.06%
2,600
+1,200
VTI icon
77
Vanguard Total Stock Market ETF
VTI
$553B
$133K 0.06%
405
IUSB icon
78
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$126K 0.06%
2,700
XLY icon
79
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$125K 0.06%
520
XLI icon
80
Industrial Select Sector SPDR Fund
XLI
$23.9B
$122K 0.06%
790
ORCL icon
81
Oracle
ORCL
$808B
$112K 0.05%
400
EWT icon
82
iShares MSCI Taiwan ETF
EWT
$6.9B
$111K 0.05%
1,745
AIA icon
83
iShares Asia 50 ETF
AIA
$1.15B
$111K 0.05%
1,170
MCD icon
84
McDonald's
MCD
$218B
$110K 0.05%
361
ESGE icon
85
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$105K 0.05%
2,420
DVY icon
86
iShares Select Dividend ETF
DVY
$21B
$104K 0.05%
730
IEF icon
87
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$101K 0.05%
1,050
EWZ icon
88
iShares MSCI Brazil ETF
EWZ
$5.63B
$99.8K 0.05%
3,220
IBB icon
89
iShares Biotechnology ETF
IBB
$6.21B
$97.5K 0.05%
675
FWONK icon
90
Liberty Media Series C
FWONK
$23.7B
$94.3K 0.04%
903
TLT icon
91
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$92.9K 0.04%
1,040
SBUX icon
92
Starbucks
SBUX
$97.9B
$85.3K 0.04%
1,008
XLP icon
93
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$74.1K 0.03%
945
IEUR icon
94
iShares Core MSCI Europe ETF
IEUR
$6.84B
$68.8K 0.03%
1,010
+5
IUSV icon
95
iShares Core S&P US Value ETF
IUSV
$22.9B
$64K 0.03%
640
WMT icon
96
Walmart
WMT
$846B
$62.8K 0.03%
609
CMCSA icon
97
Comcast
CMCSA
$108B
$59.7K 0.03%
1,900
HD icon
98
Home Depot
HD
$385B
$58.8K 0.03%
145
F icon
99
Ford
F
$55.1B
$56.5K 0.03%
4,725
LRCX icon
100
Lam Research
LRCX
$191B
$53.6K 0.02%
400