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
51
$8.48M 0.36%
184,933
-1,926
52
$8.33M 0.36%
286,116
+5,778
53
$8.29M 0.35%
30,116
-1,191
54
$8.04M 0.34%
42,257
+1,486
55
$8M 0.34%
166,838
+5,981
56
$7.95M 0.34%
343,988
+5,722
57
$7.93M 0.34%
92,105
-1,805
58
$7.92M 0.34%
96,630
-3,608
59
$7.73M 0.33%
74,124
+19,600
60
$7.42M 0.32%
34,207
+1,521
61
$7.36M 0.31%
28,045
-205
62
$6.96M 0.3%
174,581
+133
63
$6.94M 0.3%
295,656
+3,060
64
$6.92M 0.3%
286,372
+458
65
$6.9M 0.29%
279,768
+13,926
66
$6.71M 0.29%
62,407
+778
67
$6.58M 0.28%
421,830
+403,320
68
$6.57M 0.28%
62,788
-3,083
69
$6.49M 0.28%
113,310
+582
70
$6.33M 0.27%
60,355
+6,285
71
$6.01M 0.26%
38,541
-981
72
$5.87M 0.25%
106,056
-2,769
73
$5.73M 0.24%
113,664
-7,419
74
$5.66M 0.24%
22,761
-8,788
75
$5.61M 0.24%
35,839
+235
1 2
3
4 5