FF

Finley Financial Portfolio holdings

AUM $218M
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$631K
3
+$470K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$248K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$197K

Top Sells

1
+$1.01M
2
+$624K
3
+$408K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$185K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46.8K 0.02%
1,668
102
$42.8K 0.02%
451
103
$38.9K 0.02%
400
104
$36.3K 0.02%
255
105
$32.6K 0.02%
500
106
$28.8K 0.01%
1,284
107
$22.1K 0.01%
235
108
$17K 0.01%
224
109
$15.9K 0.01%
104
110
$9.43K ﹤0.01%
213
111
$7.82K ﹤0.01%
570
112
$5.97K ﹤0.01%
132
113
$5.67K ﹤0.01%
46
114
$5.28K ﹤0.01%
65
115
$4.54K ﹤0.01%
208
116
$2.81K ﹤0.01%
100
117
$2.54K ﹤0.01%
32
118
$1.66K ﹤0.01%
21
119
$1.19K ﹤0.01%
45
120
$842 ﹤0.01%
18
121
$833 ﹤0.01%
18
122
$214 ﹤0.01%
11
1 2 3 4
5