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Home > Institutional Investor > Finley Financial, Llc > Profile

Instuitional Investor - Finley Financial, Llc

Fund Profile
Filing Period:
Fund Name: Finley Financial, Llc
Portfolio Value $198,919,814
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,441 $24,724,621 12.43%
2.
Ishares Trust
 IEF 87,408 $18,861,749 9.48%
3.
Ishares Tr Core Msci Total - CORE MSCI TOTAL
 188,437 $14,568,064 7.32%
4.
Invesco Qqq Tr Unit Ser 1
 25,111 $13,852,232 6.96%
5.
Ishares Trust
 IEF 30,815 $13,083,433 6.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)