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
$1.16B
AUM Growth
-$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.65M
3
+$2.41M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.3M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.06M

Top Sells

1
+$9.06M
2
+$2.63M
3
+$2.36M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.06M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.46M

Sector Composition

1 Technology 11.36%
2 Healthcare 5.34%
3 Consumer Discretionary 4.25%
4 Financials 3.84%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
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