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FFN

Focus Financial Network Portfolio holdings

AUM $2.79B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
+$3.38M
2
+$3.37M
3
+$2.66M
4
TFC icon
Truist Financial
TFC
+$2.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.05M

Top Sells

1
+$5.49M
2
+$4.5M
3
+$3.72M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.39M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$878K

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
401
$108K 0.01%
4,263
-59
402
$107K 0.01%
12,148
+26
403
– –
-11,245
404
– –
-11,000
405
– –
-3,125
406
– –
-2,079
407
– –
-8,850
408
– –
-11,000
409
– –
-5,426
410
– –
-7,379
411
– –
-12,652
412
– –
-6,206
413
– –
-10,113
414
– –
-564
415
– –
-8,585
416
– –
-9,420
417
– –
-11,905
418
– –
-7,178
419
– –
-3,854
420
– –
-17,742
421
– –
-7,620
422
– –
-10,752
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