FF
Finley Financial Portfolio holdings
AUM
$199M
This Quarter Return
+11.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$19.4M
(+11%)
Cap. Flow
-$237K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
65.45%
Holding
122
New
1
Increased
15
Reduced
18
Closed
–
Top Buys
Top Sells
| 1 |
iShares US Healthcare ETF
IYH
|
$1.01M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$624K |
| 3 |
iShares S&P 100 ETF
OEF
|
$408K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$185K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$139K |
Sector Composition
| 1 | Consumer Discretionary | 0.4% |
| 2 | Technology | 0.37% |
| 3 | Communication Services | 0.18% |
| 4 | Healthcare | 0.17% |
| 5 | Industrials | 0.13% |
