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
$2.8B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.7M
3
+$12.3M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$5.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.71M

Top Sells

1
+$5.04M
2
+$4.27M
3
+$4.22M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$3.17M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.56M

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 3.39%
3 Financials 2.87%
4 Industrials 2.51%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$623K 0.02%
19,957
+448
402
$620K 0.02%
18,709
+65
403
$619K 0.02%
15,557
-12
404
$619K 0.02%
13,526
-185
405
$619K 0.02%
2,146
+3
406
$615K 0.02%
527
-92
407
$611K 0.02%
1,243
-6
408
$607K 0.02%
11,616
+80
409
$597K 0.02%
4,387
+1
410
$591K 0.02%
2,714
-170
411
$582K 0.02%
30,050
-234
412
$581K 0.02%
5,720
-127
413
$578K 0.02%
12,459
-63
414
$577K 0.02%
5,830
+1,046
415
$574K 0.02%
8,835
-38
416
$574K 0.02%
3,246
+1
417
$573K 0.02%
13,206
+1,236
418
$566K 0.02%
20,030
-758
419
$564K 0.02%
5,013
-80
420
$563K 0.02%
14,680
-62
421
$560K 0.02%
7,335
-184
422
$554K 0.02%
9,875
+27
423
$554K 0.02%
5,567
+1,726
424
$552K 0.02%
15,287
+18
425
$549K 0.02%
5,450
+2,151
15 16
17
18 19