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
301
$320K 0.04%
13,324
-2,974
302
$318K 0.04%
10,745
-1,777
303
$318K 0.04%
2,089
-254
304
$316K 0.04%
1,667
305
$316K 0.04%
+154
306
$315K 0.04%
6,417
-3,185
307
$314K 0.04%
6,964
+19
308
$312K 0.04%
1,936
309
$312K 0.04%
2,235
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310
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6,922
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311
$307K 0.04%
3,518
+31
312
$303K 0.04%
5,630
+150
313
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11,022
-2,860
314
$302K 0.04%
5,526
-223
315
$302K 0.04%
+28,304
316
$301K 0.04%
6,524
317
$300K 0.04%
11,005
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318
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2,135
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319
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3,810
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320
$295K 0.04%
12,613
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321
$293K 0.04%
19,218
+201
322
$292K 0.04%
3,598
+451
323
$292K 0.04%
+9,963
324
$291K 0.04%
11,466
+24
325
$290K 0.04%
+6,851
11 12
13
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