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Aryn Sands

@Focus Financial Network, Inc.

Latest period2024 - Q3ReportedManaged Assets$2.449BTotal holdings668
Assets growth rate4.59%Assets growth rate (2-Q avg)9.35%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Focus Financial Network, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 668 positions.

Assets under management

The assets under management (AUM) of Focus Financial Network, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.449B in assets, with a quarterly growth rate of 4.59% and a 2-quarter average growth rate of 9.35%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Increased 3.36%
9.29%
$227.458M
1.873M shares@ $121.46 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.15%
4.86%
$118.967M
1.142M shares@ $104.18 avg price
IVVIshares Tr
Recent Activity
Increased 0.24%
4.61%
$112.802M
195,558 shares@ $576.83 avg price
AAPLApple Inc
Recent Activity
Decreased -0.58%
3.82%
$93.388M
400,806 shares@ $233.01 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 2.59%
3.55%
$86.701M
1.026M shares@ $84.53 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.15%
3.27%
$80.067M
164,048 shares@ $488.08 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.79%
2.41%
$58.92M
316,211 shares@ $186.33 avg price
AGGIshares Tr
Recent Activity
Increased 2.92%
2.03%
$49.705M
490,816 shares@ $101.28 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2%
1.35%
$32.83M
76,296 shares@ $430.3 avg price
SCHVSchwab Strategic Tr
Recent Activity
Decreased -3.25%
1.24%
$30.215M
375,949 shares@ $80.38 avg price