Index Performance
+5.10%
FINA
+14.31%
SPY
Overview
Description
P3: Finance
- TickerFINA
- Inception Date12/06/2025
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of July 6, 2026
CSV download
| Moody's Corp. (MCO) | 10.57% | $87.14B | 8.06% | 68.69% | 10.58 |
| Mastercard, Inc. (MA) | 10.44% | $471.04B | 16.20% | 96.45% | 13.42 |
| S&P Global, Inc. (SPGI) | 10.41% | $132.38B | 10.43% | 63.03% | 9.14 |
| Visa, Inc. (V) | 10.37% | $673.10B | 17.05% | 78.33% | 13.66 |
| MSCI, Inc. (MSCI) | 10.03% | $44.70B | 14.07% | 77.72% | 14.12 |
| American Express Co. (AXP) | 9.99% | $242.93B | 10.23% | 58.73% | 2.60 |
| Intercontinental Exchange, Inc. (ICE) | 9.78% | $76.29B | 23.56% | 70.73% | 8.38 |
| JPMorgan Chase & Co. (JPM) | 9.66% | $904.92B | 7.20% | N/A | 7.17 |
| BlackRock Finance, Inc. (BLK) | 9.17% | $164.80B | 25.16% | 74.65% | 6.49 |
| CME Group, Inc. (CME) | 9.12% | $85.07B | 14.48% | 84.31% | 16.05 |
| Mobility Global, Inc. (MBGL) | 0.45% | $6.16B | N/A | N/A | N/A |
Market data by FactSet