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 Universal USD Bond 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
126
$1.36M 0.17%
30,622
+2,252
127
$1.31M 0.16%
34,837
-2,377
128
$1.3M 0.16%
4,901
-310
129
$1.29M 0.16%
11,443
+7,635
130
$1.25M 0.15%
10,791
-49,708
131
$1.25M 0.15%
14,181
+1,428
132
$1.24M 0.15%
+17,108
133
$1.23M 0.15%
11,078
+310
134
$1.23M 0.15%
16,498
+434
135
$1.21M 0.15%
5,911
+139
136
$1.19M 0.15%
4,000
-10
137
$1.18M 0.14%
16,564
+114
138
$1.17M 0.14%
8,528
+34
139
$1.17M 0.14%
3,977
+318
140
$1.15M 0.14%
10,633
+5,455
141
$1.12M 0.14%
19,974
+8,001
142
$1.1M 0.13%
35,770
+3,004
143
$1.08M 0.13%
21,352
+1,950
144
$1.08M 0.13%
19,693
+525
145
$1.08M 0.13%
20,693
+2,445
146
$1.07M 0.13%
7,696
+75
147
$1.07M 0.13%
75,009
-216
148
$1.06M 0.13%
14,273
+2,517
149
$1.06M 0.13%
4,994
+97
150
$1.03M 0.13%
17,367
+1,905
4 5
6
7 8