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
301
$278K 0.04%
3,338
+485
302
$274K 0.04%
13,120
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303
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2,232
-543
304
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305
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306
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+5,332
307
$271K 0.04%
6,768
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308
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309
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310
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311
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4,340
312
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-1,530
313
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3,384
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314
$262K 0.04%
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315
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6,895
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316
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317
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320
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321
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322
$244K 0.04%
2,026
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323
$244K 0.04%
3,639
+6
324
$242K 0.04%
2,832
+190
325
$240K 0.04%
+1,947
11 12
13
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