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
251
$372K 0.06%
15,964
+1,054
252
$371K 0.06%
9,240
+1,035
253
$371K 0.06%
36,284
-2,593
254
$370K 0.05%
7,270
255
$369K 0.05%
5,684
-34
256
$368K 0.05%
4,532
+1,404
257
$368K 0.05%
3,615
+697
258
$364K 0.05%
3,984
+4
259
$359K 0.05%
765
+30
260
$359K 0.05%
11,804
+844
261
$352K 0.05%
4,671
262
$348K 0.05%
5,992
+105
263
$342K 0.05%
1,736
+126
264
$340K 0.05%
10,237
-208
265
$336K 0.05%
7,318
-289
266
$336K 0.05%
8,608
+3,286
267
$335K 0.05%
6,339
+192
268
$333K 0.05%
5,892
+160
269
$326K 0.05%
9,048
+300
270
$323K 0.05%
4,168
-6
271
$322K 0.05%
3,866
+756
272
$320K 0.05%
4,016
+59
273
$317K 0.05%
5,386
+59
274
$317K 0.05%
2,905
-32
275
$315K 0.05%
1,532
-65
9 10
11
12 13