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
$816M
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.4M
3
+$2.74M
4
TFC icon
Truist Financial
TFC
+$2.16M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.14M

Top Sells

1
+$5.75M
2
+$4.77M
3
+$3.89M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.46M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$877K

Sector Composition

1 Technology 6.18%
2 Financials 4.69%
3 Consumer Discretionary 4.46%
4 Healthcare 4.11%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.49M 0.43%
17,680
+8,669
52
$3.4M 0.42%
+35,514
53
$3.34M 0.41%
115,522
-17,968
54
$3.32M 0.41%
165,182
-40,934
55
$3.3M 0.4%
32,936
+4,976
56
$3.23M 0.4%
91,595
-3,651
57
$3.18M 0.39%
33,886
+11,369
58
$3.17M 0.39%
87,195
+40,443
59
$2.98M 0.37%
57,600
-12,990
60
$2.98M 0.37%
55,410
+72
61
$2.95M 0.36%
107,857
-8,615
62
$2.95M 0.36%
15,245
+3,507
63
$2.91M 0.36%
54,082
+14,979
64
$2.86M 0.35%
16,182
+1,012
65
$2.82M 0.35%
105,676
-3,154
66
$2.81M 0.34%
46,005
+19,154
67
$2.64M 0.32%
41,988
+5,369
68
$2.63M 0.32%
56,098
-2,260
69
$2.56M 0.31%
51,149
+21,680
70
$2.51M 0.31%
46,955
-313
71
$2.5M 0.31%
171,078
-16,062
72
$2.45M 0.3%
94,899
+6,340
73
$2.42M 0.3%
34,818
+2,684
74
$2.37M 0.29%
18,516
-91
75
$2.36M 0.29%
38,104
+16,312
1 2
3
4 5