FF

Finley Financial Portfolio holdings

AUM $214M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$711K
3
+$703K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$633K
5
IYW icon
iShares US Technology ETF
IYW
+$313K

Top Sells

1
+$2.44M
2
+$601K
3
+$583K
4
IYF icon
iShares US Financials ETF
IYF
+$421K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$290K

Sector Composition

1 Technology 0.48%
2 Consumer Discretionary 0.36%
3 Communication Services 0.16%
4 Healthcare 0.12%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49.4K 0.02%
1,668
102
$43.1K 0.02%
1,284
103
$42.9K 0.02%
451
104
$37.2K 0.02%
255
105
$36K 0.02%
500
106
$28.4K 0.01%
+5,000
107
$23.5K 0.01%
235
108
$19.3K 0.01%
104
109
$15K 0.01%
224
110
$9.13K ﹤0.01%
570
111
$7.78K ﹤0.01%
213
112
$7.7K ﹤0.01%
46
113
$6.38K ﹤0.01%
132
114
$6.3K ﹤0.01%
65
115
$4.45K ﹤0.01%
208
116
$3.02K ﹤0.01%
32
117
$2.89K ﹤0.01%
100
118
$1.76K ﹤0.01%
21
119
$1.23K ﹤0.01%
45
120
$812 ﹤0.01%
18
121
$749 ﹤0.01%
18
122
$195 ﹤0.01%
11
123
– –
-150
1 2 3 4
5