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
201
$578K 0.09%
15,627
-2,267
202
$576K 0.09%
6,457
-172
203
$567K 0.08%
10,256
-45
204
$565K 0.08%
11,412
+24
205
$553K 0.08%
10,240
+520
206
$551K 0.08%
11,388
+3
207
$549K 0.08%
14,125
+1,565
208
$545K 0.08%
36,312
+795
209
$545K 0.08%
4,921
-120
210
$530K 0.08%
7,282
+161
211
$525K 0.08%
21,206
+1,351
212
$524K 0.08%
11,560
-556
213
$521K 0.08%
5,099
+7
214
$516K 0.08%
4,467
+489
215
$514K 0.08%
3,038
216
$493K 0.07%
5,603
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217
$492K 0.07%
5,377
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218
$491K 0.07%
9,360
+5,295
219
$488K 0.07%
8,773
220
$486K 0.07%
2,924
221
$485K 0.07%
10,866
+498
222
$479K 0.07%
5,071
+634
223
$473K 0.07%
2,354
-25
224
$471K 0.07%
2,749
+8
225
$465K 0.07%
6,181
+251
7 8
9
10 11