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
176
$821K 0.1%
19,030
-475
177
$817K 0.1%
12,722
+1,791
178
$810K 0.1%
7,107
+116
179
$810K 0.1%
7,896
-178
180
$807K 0.1%
3,831
+244
181
$798K 0.1%
15,498
+838
182
$789K 0.1%
7,160
+3,385
183
$787K 0.1%
19,141
+1,305
184
$785K 0.1%
5,725
+178
185
$779K 0.1%
6,504
+460
186
$779K 0.1%
15,126
-171
187
$775K 0.1%
4,223
188
$772K 0.09%
14,091
-356
189
$756K 0.09%
10,867
-1,334
190
$737K 0.09%
14,375
-470
191
$737K 0.09%
10,781
+62
192
$732K 0.09%
4,206
-483
193
$727K 0.09%
5,674
+831
194
$726K 0.09%
5,247
+904
195
$706K 0.09%
22,404
-2,643
196
$705K 0.09%
16,814
-2,470
197
$703K 0.09%
20,290
+601
198
$702K 0.09%
5,995
+1,422
199
$689K 0.08%
2,308
+15
200
$684K 0.08%
6,476
+265
6 7
8
9 10