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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$19.6M
3
+$13.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.43%
2 Technology 0.37%
3 Communication Services 0.19%
4 Industrials 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.02%
+800
102
$37.6K 0.02%
+451
103
$34.8K 0.02%
+255
104
$30.5K 0.02%
+400
105
$30.1K 0.02%
+500
106
$25.3K 0.01%
+1,284
107
$20.4K 0.01%
+235
108
$16.1K 0.01%
+224
109
$15.1K 0.01%
+104
110
$7.79K ﹤0.01%
+213
111
$6.72K ﹤0.01%
+132
112
$6.5K ﹤0.01%
+570
113
$4.78K ﹤0.01%
+208
114
$4.75K ﹤0.01%
+46
115
$4.49K ﹤0.01%
+65
116
$2.49K ﹤0.01%
+100
117
$2.15K ﹤0.01%
+32
118
$2.1K ﹤0.01%
+21
119
$1.25K ﹤0.01%
+45
120
$1.01K ﹤0.01%
+18
121
$668 ﹤0.01%
+18
122
$241 ﹤0.01%
+11
1 2 3 4
5