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
351
$252K 0.03%
+1,241
352
$251K 0.03%
+3,083
353
$250K 0.03%
2,672
+5
354
$250K 0.03%
5,570
-137
355
$247K 0.03%
+5,896
356
$246K 0.03%
1,978
+5
357
$246K 0.03%
1,510
+43
358
$245K 0.03%
2,865
+2
359
$243K 0.03%
2,551
-365
360
$241K 0.03%
+2,746
361
$240K 0.03%
4,002
-20
362
$239K 0.03%
2,703
-862
363
$239K 0.03%
2,985
-370
364
$238K 0.03%
5,830
365
$237K 0.03%
+3,653
366
$235K 0.03%
4,618
+476
367
$232K 0.03%
7,415
-15,779
368
$232K 0.03%
9,603
+3
369
$232K 0.03%
+7,647
370
$229K 0.03%
6,239
+3
371
$229K 0.03%
3,000
-51
372
$229K 0.03%
+8,819
373
$225K 0.03%
5,130
-264
374
$223K 0.03%
1,326
+2
375
$222K 0.03%
3,320
-158
13 14
15
16 17