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
326
$240K 0.04%
5,668
+31
327
$238K 0.04%
+3,809
328
$237K 0.04%
6,990
+612
329
$237K 0.04%
1,817
-41
330
$232K 0.03%
6,405
-795
331
$227K 0.03%
10,752
-174
332
$226K 0.03%
5,394
-204
333
$226K 0.03%
2,574
-100
334
$226K 0.03%
3,991
335
$225K 0.03%
5,840
+246
336
$225K 0.03%
3,354
+1
337
$223K 0.03%
22,564
338
$221K 0.03%
3,082
-99
339
$220K 0.03%
4,030
-2
340
$220K 0.03%
3,182
-3,115
341
$220K 0.03%
6,225
+5
342
$219K 0.03%
5,904
-840
343
$218K 0.03%
+3,960
344
$216K 0.03%
3,830
+16
345
$215K 0.03%
2,058
-7
346
$214K 0.03%
7,464
347
$213K 0.03%
5,732
+1
348
$212K 0.03%
3,488
+6
349
$211K 0.03%
1,393
+106
350
$210K 0.03%
+3,344
12 13
14
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