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
76
$1.74M 0.26%
62,360
+8,285
77
$1.74M 0.26%
10,602
+190
78
$1.73M 0.26%
109,360
+9,968
79
$1.73M 0.26%
4,849
+1
80
$1.7M 0.25%
40,759
+1,384
81
$1.68M 0.25%
37,476
+1,996
82
$1.67M 0.25%
19,159
+7,731
83
$1.67M 0.25%
8,050
+32
84
$1.66M 0.25%
19,155
-4,570
85
$1.64M 0.24%
26,617
+992
86
$1.62M 0.24%
63,997
+6,026
87
$1.62M 0.24%
31,550
+6,043
88
$1.62M 0.24%
56,908
-745
89
$1.6M 0.24%
65,537
+5,667
90
$1.6M 0.24%
26,793
-60,615
91
$1.56M 0.23%
53,376
+9,949
92
$1.55M 0.23%
13,510
-6,111
93
$1.53M 0.23%
11,508
+409
94
$1.51M 0.22%
13,600
+170
95
$1.49M 0.22%
36,264
-834
96
$1.48M 0.22%
30,840
+3,138
97
$1.42M 0.21%
24,792
+1,130
98
$1.4M 0.21%
17,968
+246
99
$1.36M 0.2%
36,967
+1,839
100
$1.36M 0.2%
22,173
+13,411
2 3
4
5 6