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 Total USD Bond Market 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
26
$6.57M 0.81%
34,262
+510
27
$6.2M 0.76%
73,905
+6,798
28
$6.19M 0.76%
171,937
+95,605
29
$6.18M 0.76%
39,195
+3,412
30
$6.09M 0.75%
95,305
-8,673
31
$5.84M 0.72%
69,018
-407
32
$5.76M 0.71%
68,727
+16,778
33
$5.7M 0.7%
86,820
+4,658
34
$5.64M 0.69%
223,446
+15,968
35
$5.61M 0.69%
69,648
+9,315
36
$4.9M 0.6%
247,520
+7,420
37
$4.89M 0.6%
42,899
+2,481
38
$4.79M 0.59%
814,080
+57,200
39
$4.68M 0.57%
78,316
+575
40
$4.63M 0.57%
87,172
+470
41
$4.47M 0.55%
27,347
+609
42
$4.27M 0.52%
30,602
+3,392
43
$4.06M 0.5%
120,229
+18,304
44
$4.05M 0.5%
62,152
+30,935
45
$3.99M 0.49%
60,869
+28,306
46
$3.99M 0.49%
12,237
-1,499
47
$3.76M 0.46%
58,221
+505
48
$3.68M 0.45%
25,195
+792
49
$3.67M 0.45%
34,144
+909
50
$3.65M 0.45%
54,500
-1,120
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