FFN

Focus Financial Network Portfolio holdings

AUM $2.79B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.7M
3
+$12.3M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$5.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.71M

Top Sells

1
+$5.04M
2
+$4.27M
3
+$4.22M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$3.17M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.56M

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 3.39%
3 Financials 2.87%
4 Industrials 2.51%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.78M 0.13%
143,769
+802
127
$3.75M 0.13%
26,927
-1,067
128
$3.74M 0.13%
98,792
+4,375
129
$3.73M 0.13%
12,667
+1,481
130
$3.67M 0.13%
30,425
+26
131
$3.63M 0.13%
29,953
+567
132
$3.61M 0.13%
34,660
-8,400
133
$3.55M 0.13%
66,688
+12,511
134
$3.53M 0.13%
17,805
+631
135
$3.52M 0.13%
119,653
-2,434
136
$3.45M 0.12%
28,784
+26,098
137
$3.43M 0.12%
14,103
+184
138
$3.38M 0.12%
66,867
-2,345
139
$3.32M 0.12%
8,183
-375
140
$3.31M 0.12%
78,058
+3,862
141
$3.29M 0.12%
7,024
+161
142
$3.27M 0.12%
74,996
+1,434
143
$3.27M 0.12%
21,258
+1,416
144
$3.26M 0.12%
14,215
-2,586
145
$3.23M 0.12%
89,005
-1,273
146
$3.19M 0.11%
91,315
-357
147
$3.14M 0.11%
32,955
+51
148
$3.11M 0.11%
20,912
-7,638
149
$3.11M 0.11%
25,910
-2,530
150
$3.07M 0.11%
33,880
-93
4 5
6
7 8