FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+20.24%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$900M
AUM Growth
+$155M
(+21%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
32.06%
Holding
427
New
68
Increased
171
Reduced
134
Closed
40
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.16M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$7.42M |
| 3 |
ProShares Short S&P500
SH
|
$6.27M |
| 4 |
ProShares Short QQQ
PSQ
|
$5.02M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.95M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$7.29M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$6.78M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$5.58M |
| 4 |
Delta Air Lines
DAL
|
$4.04M |
| 5 |
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
|
$3.54M |
Sector Composition
| 1 | Technology | 8.16% |
| 2 | Consumer Discretionary | 5.23% |
| 3 | Healthcare | 3.74% |
| 4 | Industrials | 3.4% |
| 5 | Financials | 2.83% |
