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
201
$680K 0.08%
11,692
+192
202
$680K 0.08%
8,345
+19
203
$672K 0.08%
16,878
+111
204
$666K 0.08%
9,960
+220
205
$658K 0.08%
10,335
+41
206
$655K 0.08%
20,883
-2,391
207
$650K 0.08%
4,945
-7
208
$649K 0.08%
5,152
-414
209
$646K 0.08%
13,799
-967
210
$646K 0.08%
19,970
+400
211
$646K 0.08%
15,370
-565
212
$643K 0.08%
23,445
-18,170
213
$633K 0.08%
11,525
-1,093
214
$632K 0.08%
11,346
-183
215
$623K 0.08%
2,233
-516
216
$623K 0.08%
22,090
+3,615
217
$620K 0.08%
10,320
+5,304
218
$618K 0.08%
6,517
+115
219
$608K 0.07%
13,446
-958
220
$601K 0.07%
7,875
+1,260
221
$597K 0.07%
14,505
+380
222
$594K 0.07%
6,796
+75
223
$586K 0.07%
11,394
+1
224
$585K 0.07%
2,389
+183
225
$583K 0.07%
38,975
+2,140
7 8
9
10 11