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
276
$314K 0.05%
6,024
277
$313K 0.05%
2,014
+1
278
$312K 0.05%
10,885
+261
279
$310K 0.05%
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280
$309K 0.05%
6,214
-2,787
281
$309K 0.05%
13,954
-540
282
$309K 0.05%
5,670
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283
$306K 0.05%
+2,843
284
$303K 0.04%
10,440
-90
285
$302K 0.04%
3,846
-400
286
$301K 0.04%
7,424
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287
$301K 0.04%
3,477
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288
$300K 0.04%
8,301
+4
289
$300K 0.04%
10,910
+2,830
290
$299K 0.04%
6,238
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291
$297K 0.04%
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292
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2,298
293
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4,216
294
$294K 0.04%
+5,963
295
$286K 0.04%
4,684
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296
$284K 0.04%
10,197
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297
$283K 0.04%
2,468
-25
298
$282K 0.04%
5,342
-65
299
$281K 0.04%
7,161
+315
300
$278K 0.04%
10,773
-192
10 11
12
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