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
176
$665K 0.1%
18,083
+1,517
177
$664K 0.1%
2,699
-9
178
$661K 0.1%
13,296
-103
179
$659K 0.1%
10,145
+252
180
$656K 0.1%
13,074
+3,119
181
$649K 0.1%
3,510
+353
182
$643K 0.1%
8,305
-406
183
$641K 0.1%
12,495
-89
184
$640K 0.09%
7,950
-647
185
$630K 0.09%
16,815
+1,892
186
$625K 0.09%
11,940
-479
187
$622K 0.09%
7,046
+1,398
188
$621K 0.09%
14,441
+1,259
189
$620K 0.09%
10,520
+915
190
$618K 0.09%
11,335
+137
191
$613K 0.09%
6,161
+23
192
$605K 0.09%
10,656
+276
193
$603K 0.09%
5,400
+265
194
$598K 0.09%
15,585
-505
195
$596K 0.09%
2,253
+138
196
$592K 0.09%
24,850
+4,152
197
$592K 0.09%
16,062
-906
198
$591K 0.09%
22,065
+2,440
199
$589K 0.09%
4,388
+1,085
200
$583K 0.09%
10,242
-1,233
6 7
8
9 10