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

Top Buys

1
+$2.62M
2
+$711K
3
+$703K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$633K
5
IYW icon
iShares US Technology ETF
IYW
+$313K

Top Sells

1
+$2.44M
2
+$601K
3
+$583K
4
IYF icon
iShares US Financials ETF
IYF
+$421K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$290K

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
76
$135K 0.06%
2,600
+1,200
77
$133K 0.06%
405
78
$126K 0.06%
2,700
79
$125K 0.06%
1,040
80
$122K 0.06%
790
81
$112K 0.05%
400
82
$111K 0.05%
1,745
83
$111K 0.05%
1,170
84
$110K 0.05%
361
85
$105K 0.05%
2,420
86
$104K 0.05%
730
87
$101K 0.05%
1,050
88
$99.8K 0.05%
3,220
89
$97.5K 0.05%
675
90
$94.3K 0.04%
903
91
$92.9K 0.04%
1,040
92
$85.3K 0.04%
1,008
93
$74.1K 0.03%
945
94
$68.8K 0.03%
1,010
+5
95
$64K 0.03%
640
96
$62.8K 0.03%
609
97
$59.7K 0.03%
1,900
98
$58.8K 0.03%
145
99
$56.5K 0.03%
4,725
100
$53.6K 0.02%
400
1 2 3
4
5