$FINN is an interesting choice if you want one ETF focused on innovation, AI, cloud computing, semiconductors, cybersecurity, and digital platforms. But it does not cover everything. It covers one important part of the future: global innovation. 💻What FINN Owns Its largest holdings include: • $AMZN: 10.25% • $NVDA: 10.07% • $MSFT: 8.58% • $AAPL: 5.55% • $GOOGL and $GOOG: about 9.66% combined • $TSM: about 5.36% across listings • $INTC: 2.86% • $SKHY: 2.52% FINN holds about 124 companies, but the top positions still make up a large portion of the portfolio. 💡 Why I Like It FINN gives investors exposure to several major long-term themes in one fund: • Artificial intelligence • Cloud computing • Semiconductor demand • Cybersecurity • Digital commerce • Automation and software Instead of choosing only NVDA, MSFT, or AMZN, you receive exposure to a broader basket of companies shaping technology. ⚠️ The Trade-Off FINN has an MER of approximately 1.09%, which is much higher than broad-market ETFs such as $XEQT, $VEQT, $VFV, or $VTI. It is also concentrated in technology and growth stocks, so it could fall sharply when valuations decline or investors move away from risk. 👀My View FINN could work as: • A focused long-term innovation holding • A satellite position beside a diversified core ETF • An option for investors who believe AI and technology will keep reshaping the economy I would not treat it as a complete portfolio because it does not provide the same broad exposure to financials, energy, bonds, real estate, and other sectors. FINN may cover the future of innovation, but it does not cover the entire future of investing.
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9 Comments
Jesse Morton
@essej1 · 5h
I really like $TECI. I hold a lot of the bigger stocks in vfv/spmo etc. so having smaller cap stocks in teci really captures alot more of the market 😁
This was a really helpful breakdown, especially the satellite versus full portfolio framing. The 1.09% fee gives me pause too, but as a small innovation sleeve next something broader it makes sense.
Joe Money@thejoemoneyshow · 1h
$FINN is the best way better and more clear on what it holds compared to $TECI
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