Long-term investor
Francis Financial, Inc. @francisfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001727514).
Record
- Tracked since 2025-12-31 (257 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.0%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 13.8% · long · since 2025-12-31
- FLXR · 8.2% · long · since 2025-12-31
- BIV · 7.9% · long · since 2025-12-31
- DFSI · 5.7% · long · since 2025-12-31
- JIRE · 5.4% · long · since 2025-12-31
- VUG · 5.1% · long · since 2025-12-31
- NBSD · 4.1% · long · since 2026-03-31
- IVOO · 3.9% · long · since 2025-12-31
- META · 3.2% · long · since 2025-12-31
- SPYV · 3.1% · long · since 2025-12-31
- IJR · 3.0% · long · since 2025-12-31
- MUNY · 2.9% · long · since 2025-12-31