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
201
$1.66M 0.07%
7,727
+467
202
$1.65M 0.07%
17,560
-450
203
$1.6M 0.07%
33,947
-74
204
$1.59M 0.07%
69,394
+7,529
205
$1.54M 0.07%
55,039
+307
206
$1.53M 0.07%
7,636
-346
207
$1.53M 0.07%
7,908
+6
208
$1.53M 0.07%
35,609
+228
209
$1.52M 0.07%
43,082
-15,101
210
$1.48M 0.06%
2,250
+825
211
$1.48M 0.06%
7,582
+206
212
$1.46M 0.06%
11,632
+2,741
213
$1.44M 0.06%
13,531
+27
214
$1.43M 0.06%
9,079
+914
215
$1.43M 0.06%
10,290
+1,835
216
$1.43M 0.06%
36,656
+2,913
217
$1.42M 0.06%
4,361
-1,761
218
$1.42M 0.06%
26,954
+673
219
$1.42M 0.06%
5,670
+687
220
$1.4M 0.06%
96,916
-5,760
221
$1.38M 0.06%
5,508
-165
222
$1.36M 0.06%
70,758
-2,716
223
$1.36M 0.06%
+59,721
224
$1.35M 0.06%
27,915
-5,179
225
$1.35M 0.06%
24,269
+1,880
7 8
9
10 11