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
326
$289K 0.04%
+11,023
327
$288K 0.04%
2,699
+95
328
$288K 0.04%
+1,450
329
$281K 0.03%
4,015
330
$277K 0.03%
1,533
+129
331
$276K 0.03%
7,822
332
$276K 0.03%
2,021
+45
333
$272K 0.03%
1,657
334
$272K 0.03%
4,764
-294
335
$269K 0.03%
6,978
-12
336
$267K 0.03%
1,356
337
$264K 0.03%
+12,303
338
$263K 0.03%
5,734
+1
339
$263K 0.03%
2,042
+16
340
$261K 0.03%
3,651
+6
341
$261K 0.03%
11,910
-192
342
$260K 0.03%
2,820
-1,048
343
$259K 0.03%
1,515
344
$258K 0.03%
11,307
-601
345
$257K 0.03%
22,564
346
$256K 0.03%
3,939
-110
347
$256K 0.03%
8,825
+26
348
$255K 0.03%
5,784
+61
349
$254K 0.03%
6,886
-1,911
350
$252K 0.03%
2,693
-206
12 13
14
15 16