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
$199M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.37%
3 Communication Services 0.18%
4 Healthcare 0.17%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IUSB icon
76
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$125K 0.06%
2,700
VTI icon
77
Vanguard Total Stock Market ETF
VTI
$553B
$123K 0.06%
405
XLI icon
78
Industrial Select Sector SPDR Fund
XLI
$23.9B
$117K 0.06%
790
XLY icon
79
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$113K 0.06%
520
MCD icon
80
McDonald's
MCD
$218B
$105K 0.05%
361
IEF icon
81
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$101K 0.05%
1,050
EWT icon
82
iShares MSCI Taiwan ETF
EWT
$6.9B
$100K 0.05%
1,745
DVY icon
83
iShares Select Dividend ETF
DVY
$21B
$97K 0.05%
730
AIA icon
84
iShares Asia 50 ETF
AIA
$1.15B
$94.8K 0.05%
1,170
ESGE icon
85
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$94.8K 0.05%
2,420
FWONK icon
86
Liberty Media Series C
FWONK
$23.7B
$94.4K 0.05%
903
EWZ icon
87
iShares MSCI Brazil ETF
EWZ
$5.63B
$92.9K 0.05%
3,220
SBUX icon
88
Starbucks
SBUX
$97.9B
$92.4K 0.05%
1,008
TLT icon
89
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$91.8K 0.05%
1,040
ORCL icon
90
Oracle
ORCL
$808B
$87.5K 0.04%
400
IBB icon
91
iShares Biotechnology ETF
IBB
$6.21B
$85.4K 0.04%
675
INDA icon
92
iShares MSCI India ETF
INDA
$9.58B
$78K 0.04%
1,400
+600
XLP icon
93
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$76.5K 0.04%
945
CMCSA icon
94
Comcast
CMCSA
$108B
$67.8K 0.03%
1,900
-2,217
IEUR icon
95
iShares Core MSCI Europe ETF
IEUR
$6.84B
$66.5K 0.03%
1,005
IUSV icon
96
iShares Core S&P US Value ETF
IUSV
$22.9B
$60.6K 0.03%
640
WMT icon
97
Walmart
WMT
$846B
$59.5K 0.03%
609
HD icon
98
Home Depot
HD
$385B
$53.2K 0.03%
145
F icon
99
Ford
F
$55.1B
$51.3K 0.03%
4,725
TSLA icon
100
Tesla
TSLA
$1.44T
$47.6K 0.02%
150