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
$2.34B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$6.29M
3
+$5.52M
4
LLY icon
Eli Lilly
LLY
+$4.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.6M

Top Sells

1
+$13.9M
2
+$4.14M
3
+$3.99M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$3.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.02M

Sector Composition

1 Technology 16.72%
2 Consumer Discretionary 3.53%
3 Healthcare 3.15%
4 Financials 2.87%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$368K 0.02%
15,024
477
$368K 0.02%
4,946
478
$367K 0.02%
2,098
479
$366K 0.02%
12,298
+2,113
480
$365K 0.02%
19,826
+1,153
481
$365K 0.02%
5,134
+710
482
$361K 0.02%
6,425
+2,277
483
$356K 0.02%
6,027
-70
484
$356K 0.02%
13,262
+2,388
485
$355K 0.02%
15,002
-151
486
$355K 0.02%
19,825
+243
487
$353K 0.02%
+3,709
488
$350K 0.02%
12,248
-1,129
489
$345K 0.01%
3,954
+1,435
490
$343K 0.01%
+3,070
491
$342K 0.01%
1,377
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492
$342K 0.01%
1,048
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493
$341K 0.01%
+11,805
494
$340K 0.01%
4,731
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495
$339K 0.01%
3,343
-29
496
$337K 0.01%
6,936
+150
497
$337K 0.01%
4,138
-206
498
$336K 0.01%
+8,108
499
$335K 0.01%
2,804
+106
500
$334K 0.01%
+598
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