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
276
$363K 0.04%
5,255
+30
277
$363K 0.04%
6,899
+1,536
278
$362K 0.04%
4,671
279
$361K 0.04%
13,456
-1,133
280
$357K 0.04%
6,004
+112
281
$356K 0.04%
5,139
-362
282
$354K 0.04%
4,158
283
$354K 0.04%
5,844
+376
284
$353K 0.04%
3,654
+64
285
$351K 0.04%
6,095
-596
286
$348K 0.04%
5,706
-376
287
$343K 0.04%
6,159
+335
288
$343K 0.04%
2,846
+1
289
$340K 0.04%
4,934
+1,776
290
$338K 0.04%
4,340
291
$337K 0.04%
7,818
+747
292
$334K 0.04%
+3,656
293
$332K 0.04%
6,253
+36
294
$331K 0.04%
4,122
+1,218
295
$331K 0.04%
6,024
296
$330K 0.04%
10,460
-20
297
$329K 0.04%
2,214
-109
298
$329K 0.04%
8,645
+230
299
$326K 0.04%
2,293
300
$323K 0.04%
6,189
-16,833
10 11
12
13 14