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
151
$3M 0.11%
10,658
-18
152
$2.93M 0.1%
61,802
-1,935
153
$2.91M 0.1%
25,536
+3,747
154
$2.89M 0.1%
13,401
+1,566
155
$2.88M 0.1%
19,760
-23
156
$2.86M 0.1%
10,552
+374
157
$2.82M 0.1%
24,987
+155
158
$2.8M 0.1%
17,995
+1,277
159
$2.79M 0.1%
19,575
-7,291
160
$2.77M 0.1%
22,358
+756
161
$2.76M 0.1%
10,070
+1,736
162
$2.71M 0.1%
64,286
+19,507
163
$2.69M 0.1%
17,342
-571
164
$2.66M 0.09%
80,901
+14,712
165
$2.66M 0.09%
54,936
+1,682
166
$2.62M 0.09%
53,715
-95
167
$2.62M 0.09%
12,882
+38
168
$2.62M 0.09%
28,056
-71
169
$2.57M 0.09%
28,680
-6,857
170
$2.56M 0.09%
31,310
-3,692
171
$2.56M 0.09%
29,427
+1,645
172
$2.54M 0.09%
49,313
-4,706
173
$2.54M 0.09%
26,005
+9,952
174
$2.51M 0.09%
49,087
+2,297
175
$2.43M 0.09%
43,105
+3,042
5 6
7
8 9