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
$816M
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.4M
3
+$2.74M
4
TFC icon
Truist Financial
TFC
+$2.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.14M

Top Sells

1
+$5.75M
2
+$4.77M
3
+$3.89M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.46M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$877K

Sector Composition

1 Technology 6.18%
2 Financials 4.69%
3 Consumer Discretionary 4.46%
4 Healthcare 4.11%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$469K 0.06%
3,446
-153
252
$462K 0.06%
2,961
+926
253
$461K 0.06%
7,303
-8
254
$460K 0.06%
9,932
+3,669
255
$460K 0.06%
5,128
+62
256
$459K 0.06%
3,581
+1,169
257
$458K 0.06%
1,900
-81
258
$456K 0.06%
13,630
+6,480
259
$456K 0.06%
37,403
-777
260
$451K 0.06%
5,984
+1,437
261
$443K 0.05%
4,510
+615
262
$435K 0.05%
8,701
+311
263
$435K 0.05%
8,116
+536
264
$430K 0.05%
9,977
-383
265
$429K 0.05%
854
-78
266
$426K 0.05%
9,460
267
$422K 0.05%
7,822
+961
268
$411K 0.05%
1,779
+5
269
$407K 0.05%
+4,834
270
$391K 0.05%
8,230
-1,666
271
$391K 0.05%
9,832
+769
272
$389K 0.05%
9,938
-4,528
273
$366K 0.04%
39,362
+45
274
$366K 0.04%
+6,205
275
$365K 0.04%
7,165
+84
9 10
11
12 13