FFN

Focus Financial Network Portfolio holdings

AUM $2.8B
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$675M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.37M
3
+$2.35M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.03M
5
BA icon
Boeing
BA
+$1.99M

Top Sells

1
+$3.61M
2
+$3.52M
3
+$1.6M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$768K
5
PYPL icon
PayPal
PYPL
+$699K

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 5.07%
3 Financials 5.01%
4 Healthcare 4.26%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$458K 0.07%
40,445
-195
227
$458K 0.07%
3,360
+95
228
$457K 0.07%
2,902
+234
229
$457K 0.07%
+3,599
230
$456K 0.07%
6,705
+455
231
$453K 0.07%
9,035
+2,453
232
$452K 0.07%
9,676
+139
233
$448K 0.07%
2,126
-78
234
$447K 0.07%
4,331
-6
235
$446K 0.07%
7,401
236
$445K 0.07%
+14,173
237
$440K 0.07%
3,123
+99
238
$437K 0.06%
24,678
+10,096
239
$421K 0.06%
3,226
240
$418K 0.06%
8,543
+2,454
241
$417K 0.06%
13,174
+6,123
242
$412K 0.06%
2,700
+123
243
$405K 0.06%
9,460
-760
244
$403K 0.06%
6,048
+3
245
$392K 0.06%
15,921
-534
246
$390K 0.06%
1,898
247
$386K 0.06%
2,340
+434
248
$385K 0.06%
27,593
-78
249
$379K 0.06%
2,058
-311
250
$375K 0.06%
3,409
+1,043
8 9
10
11 12