FF
Finley Financial Portfolio holdings
AUM
$214M
1-Year Est. Return
20.84%
This Fund
S&P 500
1 Year Est. Return
+20.84%
AUM
$214M
AUM Growth
-$4.73M
(-2.2%)
Holding
112
Top Buys
| 1 | +$1.91M | |
| 2 | +$599K | |
| 3 | +$487K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$239K |
| 5 |
iShares MSCI India ETF
INDA
|
+$207K |
Top Sells
| 1 | +$2.25M | |
| 2 | +$422K | |
| 3 | +$193K | |
| 4 |
iShares Dow Jones US ETF
IYY
|
+$160K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$143K |
Sector Composition
| 1 | Consumer Discretionary | 0.35% |
| 2 | Technology | 0.16% |
| 3 | Industrials | 0.12% |
| 4 | Consumer Staples | 0.07% |
| 5 | Communication Services | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Expanded Tech-Software Sector ETF
IGV
$13.2B
| $40K | 0.02% |
+500
|
|
||
102
iShares Future Exponential Technologies ETF
XT
$3.99B
| $34.1K | 0.02% |
500
|
|
||
103
Allbirds
BIRD
$49.1M
| $30.1K | 0.01% |
+10,000
|
|
||
104
Johnson & Johnson
JNJ
$533B
| $25.4K | 0.01% |
104
|
|
||
105
Toast
TOST
$14.5B
| $12.4K | 0.01% |
469
|
|
||
106
McCormick & Company Non-Voting
MKC
$13B
| $11.3K | 0.01% |
224
|
|
||
107
Nu Holdings
NU
$67.1B
| $11.1K | 0.01% |
771
|
|
||
108
Eli Lilly
LLY
$846B
| – | – |
-100
|
|
||
109
Garmin
GRMN
$46.3B
| – | – |
-949
|
|
||
110
Liberty Media Series C
FWONK
$23.7B
| – | – |
-903
|
|
||
111
Liberty Media Series A
FWONA
$21.5B
| – | – |
-451
|
|
||
112
Comcast
CMCSA
$90.7B
| – | – |
-1,900
|
|