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
$179M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$440K
3
+$229K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$202K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$183K

Top Sells

1
+$347K
2
+$337K
3
+$330K
4
IYR icon
iShares US Real Estate ETF
IYR
+$324K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$279K

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.27%
3 Healthcare 0.22%
4 Communication Services 0.21%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$114K 0.06%
361
77
$112K 0.06%
194
78
$110K 0.06%
405
79
$104K 0.06%
520
-1,660
80
$103K 0.06%
790
-2,590
81
$101K 0.06%
1,050
82
$94.1K 0.05%
730
83
$93.8K 0.05%
1,040
84
$88.1K 0.05%
3,220
85
$85.5K 0.05%
1,008
86
$84.8K 0.05%
2,420
87
$84.2K 0.05%
675
88
$82.3K 0.05%
1,745
89
$81.5K 0.05%
1,170
+300
90
$80.6K 0.04%
903
91
$76.8K 0.04%
945
-2,710
92
$62.8K 0.04%
1,005
93
$58.5K 0.03%
609
94
$56.8K 0.03%
640
95
$56.3K 0.03%
400
96
$52.1K 0.03%
145
97
$48K 0.03%
4,725
98
$43.8K 0.02%
150
99
$42.8K 0.02%
800
100
$42.8K 0.02%
1,668
1 2 3
4
5