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
576
$252K 0.01%
1,404
+4
577
$251K 0.01%
20,197
+397
578
$250K 0.01%
927
+4
579
$249K 0.01%
4,487
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580
$244K 0.01%
7,767
-1,239
581
$242K 0.01%
+6,010
582
$241K 0.01%
+4,756
583
$239K 0.01%
5,654
-14,726
584
$239K 0.01%
+5,106
585
$236K 0.01%
6,513
586
$236K 0.01%
+1,119
587
$236K 0.01%
4,501
-1,710
588
$235K 0.01%
3,983
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589
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+2,364
590
$234K 0.01%
2,141
+4
591
$233K 0.01%
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592
$233K 0.01%
7,620
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593
$233K 0.01%
6,052
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594
$232K 0.01%
3,015
595
$232K 0.01%
4,786
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596
$231K 0.01%
2,767
+15
597
$229K 0.01%
8,730
+313
598
$229K 0.01%
+1,731
599
$229K 0.01%
4,134
+100
600
$229K 0.01%
4,017
-1,954
22 23
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