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
$675M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.37M
3
+$2.35M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.03M
5
BA icon
Boeing
BA
+$1.99M

Top Sells

1
+$3.61M
2
+$3.52M
3
+$1.6M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$768K
5
PYPL icon
PayPal
PYPL
+$699K

Sector Composition

1 Technology 5.41%
2 Consumer Discretionary 5.07%
3 Financials 5.01%
4 Healthcare 4.26%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.41%
58,782
-215
52
$2.77M 0.41%
63,873
-1,548
53
$2.76M 0.41%
15,820
+1,103
54
$2.71M 0.4%
24,282
+85
55
$2.63M 0.39%
99,230
+7,572
56
$2.6M 0.38%
49,102
+2,793
57
$2.52M 0.37%
185,010
+7,280
58
$2.51M 0.37%
89,232
-1,322
59
$2.5M 0.37%
47,677
-892
60
$2.32M 0.34%
103,614
+382
61
$2.3M 0.34%
26,082
+742
62
$2.27M 0.34%
11,465
-144
63
$2.21M 0.33%
68,379
+8,438
64
$2.15M 0.32%
29,677
+7,472
65
$2.15M 0.32%
32,665
+66
66
$2.08M 0.31%
61,683
+32,957
67
$2.08M 0.31%
58,814
+4,876
68
$2.08M 0.31%
7,679
+346
69
$2.05M 0.3%
35,372
-1,425
70
$1.94M 0.29%
7,267
+202
71
$1.93M 0.29%
17,633
+1,391
72
$1.91M 0.28%
16,364
+724
73
$1.88M 0.28%
9,050
+529
74
$1.86M 0.28%
30,357
+31
75
$1.79M 0.27%
54,820
+2,149
1 2
3
4 5