FF
Finley Financial Portfolio holdings
AUM $199M
This Quarter Return
-3.89%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
-$12.7M
(-6.6%)
Cap. Flow
-$1.63M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
64.67%
Holding
123
New
1
Increased
18
Reduced
29
Closed
2
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$725K |
| 2 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$440K |
| 3 |
iShares US Technology ETF
IYW
|
+$229K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$202K |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$183K |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$347K |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
+$337K |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$330K |
| 4 |
iShares US Real Estate ETF
IYR
|
+$324K |
| 5 |
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% |
