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
$179M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$440K
3
+$229K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$202K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$183K

Top Sells

1
+$347K
2
+$337K
3
+$330K
4
IYR icon
iShares US Real Estate ETF
IYR
+$324K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$279K

Sector Composition

1 Consumer Discretionary 0.4%
2 Technology 0.27%
3 Healthcare 0.22%
4 Communication Services 0.21%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.8K 0.02%
451
102
$32.7K 0.02%
255
103
$29K 0.02%
500
104
$28.4K 0.02%
400
105
$26.1K 0.01%
1,284
106
$19.6K 0.01%
235
107
$17K 0.01%
224
108
$16.2K 0.01%
104
109
$7.71K ﹤0.01%
213
110
$7.07K ﹤0.01%
570
111
$5.35K ﹤0.01%
132
112
$4.71K ﹤0.01%
65
113
$4.53K ﹤0.01%
208
114
$3.54K ﹤0.01%
46
115
$2.27K ﹤0.01%
32
116
$1.87K ﹤0.01%
100
117
$1.78K ﹤0.01%
21
118
$1.17K ﹤0.01%
45
119
$886 ﹤0.01%
18
120
$719 ﹤0.01%
18
121
$183 ﹤0.01%
11
122
– –
-1,330
123
– –
-445
1 2 3 4
5