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
376
$221K 0.03%
+8,668
377
$220K 0.03%
+3,540
378
$219K 0.03%
2,046
-10
379
$218K 0.03%
9,412
-1,807
380
$218K 0.03%
7,464
381
$217K 0.03%
+8,350
382
$216K 0.03%
+939
383
$216K 0.03%
3,899
-92
384
$213K 0.03%
13,815
385
$212K 0.03%
16,495
+169
386
$210K 0.03%
+3,974
387
$209K 0.03%
3,036
+8
388
$208K 0.03%
+2,564
389
$207K 0.03%
+3,572
390
$207K 0.03%
3,530
-212
391
$206K 0.03%
+2,055
392
$203K 0.02%
775
393
$202K 0.02%
+3,350
394
$202K 0.02%
+5,231
395
$202K 0.02%
+2,025
396
$202K 0.02%
1,642
397
$202K 0.02%
6,171
+32
398
$201K 0.02%
+1,973
399
$148K 0.02%
11,259
+252
400
$137K 0.02%
12,637
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