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
151
$1.02M 0.13%
13,432
+1,004
152
$1.02M 0.12%
20,093
+230
153
$1.01M 0.12%
17,771
-542
154
$1M 0.12%
13,140
+1,810
155
$999K 0.12%
9,896
+612
156
$987K 0.12%
18,406
+291
157
$974K 0.12%
16,599
+5,828
158
$968K 0.12%
12,190
-691
159
$965K 0.12%
2,478
+5
160
$940K 0.12%
62,635
-404
161
$935K 0.11%
30,653
+20,245
162
$932K 0.11%
36,745
-1,500
163
$923K 0.11%
15,782
+4,190
164
$922K 0.11%
6,734
-1
165
$919K 0.11%
+13,757
166
$917K 0.11%
+18,020
167
$917K 0.11%
10,552
-742
168
$914K 0.11%
13,104
+224
169
$894K 0.11%
10,102
+2,977
170
$883K 0.11%
15,953
+3,672
171
$880K 0.11%
9,650
+2,173
172
$877K 0.11%
2,697
173
$872K 0.11%
34,663
-895
174
$869K 0.11%
20,517
-2,110
175
$857K 0.11%
+5,173
5 6
7
8 9