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
$2.34B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$6.29M
3
+$5.52M
4
LLY icon
Eli Lilly
LLY
+$4.57M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.6M

Top Sells

1
+$13.9M
2
+$4.14M
3
+$3.99M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$3.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.02M

Sector Composition

1 Technology 16.72%
2 Consumer Discretionary 3.53%
3 Healthcare 3.15%
4 Financials 2.87%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.02M 0.09%
27,963
+2,275
177
$2M 0.09%
14,964
-296
178
$1.99M 0.09%
22,167
-1,020
179
$1.98M 0.08%
43,192
+2,166
180
$1.96M 0.08%
18,042
+1,855
181
$1.92M 0.08%
39,433
+2,818
182
$1.88M 0.08%
69,163
-1,109
183
$1.87M 0.08%
38,719
-9,097
184
$1.87M 0.08%
7,444
-1,824
185
$1.87M 0.08%
5,092
+6
186
$1.86M 0.08%
74,665
-1,103
187
$1.83M 0.08%
3,249
+306
188
$1.8M 0.08%
23,032
+8,644
189
$1.79M 0.08%
8,100
+38
190
$1.78M 0.08%
34,619
-2,139
191
$1.74M 0.07%
24,799
-2,371
192
$1.73M 0.07%
57,620
-2,969
193
$1.71M 0.07%
26,440
-1,280
194
$1.71M 0.07%
15,833
+6,777
195
$1.71M 0.07%
26,191
+1,164
196
$1.71M 0.07%
33,758
-475
197
$1.7M 0.07%
7,631
-1,705
198
$1.69M 0.07%
43,992
-25
199
$1.68M 0.07%
44,270
-2,673
200
$1.67M 0.07%
16,710
-3,895
6 7
8
9 10