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
501
$334K 0.01%
3,118
+635
502
$330K 0.01%
5,436
-140
503
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504
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3,996
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505
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506
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507
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12,157
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508
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509
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27,236
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510
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511
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512
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1,000
513
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10,618
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514
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6,268
-4,554
515
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516
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12,992
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517
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2,216
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519
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9,154
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521
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10,413
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$311K 0.01%
2,070
-12
523
$306K 0.01%
10,025
+122
524
$306K 0.01%
3,768
+28
525
$302K 0.01%
5,920
+377
19 20
21
22 23