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
101
$1.36M 0.2%
25,717
+1,555
102
$1.34M 0.2%
10,737
+878
103
$1.33M 0.2%
24,360
+1,938
104
$1.33M 0.2%
7,648
+641
105
$1.31M 0.19%
24,962
+616
106
$1.3M 0.19%
9,321
+1,560
107
$1.27M 0.19%
10,177
+1,700
108
$1.26M 0.19%
+25,129
109
$1.25M 0.18%
29,322
+1,242
110
$1.2M 0.18%
48,389
+5,930
111
$1.18M 0.17%
40,785
+2,492
112
$1.16M 0.17%
8,527
+1,310
113
$1.16M 0.17%
8,829
+639
114
$1.15M 0.17%
15,837
+772
115
$1.12M 0.17%
16,092
+399
116
$1.12M 0.17%
+20,748
117
$1.11M 0.16%
7,708
-1,631
118
$1.1M 0.16%
22,930
+339
119
$1.1M 0.16%
34,909
+1,076
120
$1.09M 0.16%
82,797
-4,155
121
$1.08M 0.16%
10,110
+1,184
122
$1.07M 0.16%
18,173
+12,671
123
$1.06M 0.16%
12,600
-402
124
$1.05M 0.15%
12,991
+141
125
$1.04M 0.15%
5,411
-2,896
3 4
5
6 7