Flavin Financial Services, Inc. - Portfolio overview
Flavin Financial Services, Inc. has 76 reported holdings in this dataset, with the latest filing dated 2026-05-07.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- JPST - J P MORGAN EXCHANGE TRADED F, 6.02%
- FBND - FIDELITY MERRIMACK STR TR, 5.04%
- IBTH - ISHARES TR, 4.81%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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