· Prices AT CLOSE 2026-07-27 (USD) — end-of-day, never a live or intraday quote · STALE: the feed has not advanced this name
Last $51.89Day −1.14%1Y +15.0%Off 52W high −6.7%Vol (1Y) 16.8%
Daily closing price, split-adjusted to the current basis; 2.7y shown of 4,094 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
No fair-value, short-interest or ownership figures on file for FINSX.
FINSX is not in the screener universe.
| YTD+6.7% |
| 1Y+15.0% |
| 3Y+91.9% |
| 5Y+86.6% |
| 10Y+192.5% |
| Since incept. (ann.)+11.5% |
Total return through 2026-07-27 · series begins 2010-01-04. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)16.8% |
| Ann. volatility (3Y)18.7% |
| Sharpe (1Y)1.03 |
| Sharpe (3Y)1.38 |
| Max drawdown (1Y)−10.4% |
| Max drawdown (3Y)−20.1% |
| Beta (3Y vs SPY)1.00 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 8,076 | $376,591 | — | +0.0% |
| Coston, McIsaac & Partners | 4,904 | $228,000 | — | new |
| Westside Investment Management, Inc. | 1,292 | $60,919 | — | +0.4% |
| Financial Gravity Asset Management, Inc. | 1,175 | $54,809 | — | +0.3% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for FINSX.
