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
76
$2.34M 0.29%
25,218
-392
77
$2.29M 0.28%
35,440
+3,639
78
$2.26M 0.28%
7,644
-17
79
$2.2M 0.27%
72,307
+6,152
80
$2.19M 0.27%
14,858
+2,368
81
$2.19M 0.27%
88,186
+35,114
82
$2.19M 0.27%
17,546
+222
83
$2.16M 0.26%
+38,297
84
$2.09M 0.26%
7,317
-77
85
$2.06M 0.25%
54,672
86
$2.06M 0.25%
69,078
+17,675
87
$2.05M 0.25%
11,249
+294
88
$2.04M 0.25%
36,130
+19,555
89
$2.03M 0.25%
15,600
+372
90
$2.01M 0.25%
14,036
+251
91
$1.99M 0.24%
67,467
-955
92
$1.96M 0.24%
69,046
-2,530
93
$1.95M 0.24%
84,898
-8,238
94
$1.93M 0.24%
43,877
+1,013
95
$1.93M 0.24%
29,623
-17
96
$1.86M 0.23%
33,592
-5,565
97
$1.86M 0.23%
20,313
+2,062
98
$1.83M 0.22%
82,630
-215,430
99
$1.82M 0.22%
53,319
+23,521
100
$1.79M 0.22%
37,056
+580
2 3
4
5 6