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
101
$1.79M 0.22%
4,754
-25
102
$1.76M 0.22%
9,357
+1,608
103
$1.76M 0.22%
29,375
+466
104
$1.73M 0.21%
7,927
+103
105
$1.73M 0.21%
18,274
-1,364
106
$1.71M 0.21%
65,524
+11,264
107
$1.69M 0.21%
22,164
+7,446
108
$1.67M 0.2%
27,138
+3,386
109
$1.59M 0.2%
42,818
+3,870
110
$1.58M 0.19%
14,646
+965
111
$1.52M 0.19%
24,337
-9,038
112
$1.51M 0.18%
31,436
+5,322
113
$1.5M 0.18%
45,150
+2,863
114
$1.49M 0.18%
26,835
+2,078
115
$1.49M 0.18%
8,347
+3,785
116
$1.45M 0.18%
52,170
-3,735
117
$1.44M 0.18%
9,882
+61
118
$1.44M 0.18%
37,048
-2,516
119
$1.43M 0.18%
11,174
+678
120
$1.43M 0.18%
11,856
+1,147
121
$1.42M 0.17%
+55,493
122
$1.4M 0.17%
11,193
+1,760
123
$1.39M 0.17%
25,104
-1,435
124
$1.39M 0.17%
13,612
+9,220
125
$1.38M 0.17%
45,511
+4,217
3 4
5
6 7