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
126
$1.04M 0.15%
8,697
-156
127
$1.03M 0.15%
35,457
+321
128
$1.03M 0.15%
13,432
+1,532
129
$1.02M 0.15%
6,804
+77
130
$994K 0.15%
39,862
+5,516
131
$991K 0.15%
18,259
-795
132
$982K 0.15%
19,110
+4,245
133
$981K 0.15%
4,196
+18
134
$964K 0.14%
16,831
+2,063
135
$964K 0.14%
28,476
+3,001
136
$958K 0.14%
3,627
-28
137
$952K 0.14%
17,816
+144
138
$948K 0.14%
11,278
+572
139
$946K 0.14%
39,600
-45
140
$946K 0.14%
30,135
-3,446
141
$936K 0.14%
33,918
+728
142
$933K 0.14%
63,739
+694
143
$924K 0.14%
15,758
+10,493
144
$919K 0.14%
18,324
+9
145
$917K 0.14%
15,550
+358
146
$916K 0.14%
25,100
+3,336
147
$884K 0.13%
5,218
+32
148
$871K 0.13%
58,485
-17,100
149
$862K 0.13%
3,149
-67
150
$857K 0.13%
21,674
-835
4 5
6
7 8