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
$675M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.37M
3
+$2.35M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.03M
5
BA icon
Boeing
BA
+$1.99M

Top Sells

1
+$3.61M
2
+$3.52M
3
+$1.6M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$768K
5
PYPL icon
PayPal
PYPL
+$699K

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 5.07%
3 Financials 5.01%
4 Healthcare 4.26%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.69M 0.84%
67,057
+2,871
27
$5.42M 0.8%
90,450
+2,071
28
$5.21M 0.77%
62,689
+3,957
29
$4.89M 0.72%
60,745
-1,290
30
$4.72M 0.7%
35,228
+1,833
31
$4.53M 0.67%
74,628
+430
32
$4.45M 0.66%
38,675
+5,620
33
$4.4M 0.65%
37,137
+14,400
34
$4.26M 0.63%
240,140
-198,180
35
$4.09M 0.61%
77,412
+2,477
36
$3.99M 0.59%
80,832
+4,026
37
$3.98M 0.59%
141,710
-3,677
38
$3.95M 0.58%
156,146
+15,978
39
$3.85M 0.57%
39,546
-451
40
$3.8M 0.56%
25,302
+401
41
$3.77M 0.56%
199,556
-1,586
42
$3.5M 0.52%
67,657
+39,269
43
$3.49M 0.52%
848,960
+81,720
44
$3.48M 0.52%
120,060
+81,776
45
$3.43M 0.51%
43,793
+9,250
46
$3.35M 0.5%
33,238
+2,283
47
$3.35M 0.5%
24,069
+966
48
$3.17M 0.47%
120,169
+551
49
$3.13M 0.46%
51,325
+2,735
50
$2.91M 0.43%
53,840
-2,060
1
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