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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
AAPLApple Inc
Recent Activity
Decreased -0.58%
3.82%
$93.388M
400,806 shares@ $233.01 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.15%
3.27%
$80.067M
164,048 shares@ $488.08 avg price
SCHVSchwab Strategic Tr
Recent Activity
Decreased -3.25%
1.24%
$30.215M
375,949 shares@ $80.38 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.2%
1.22%
$29.847M
232,819 shares@ $128.21 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.96%
1.11%
$27.149M
46,434 shares@ $584.68 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.79%
0.98%
$23.904M
45,161 shares@ $529.31 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.93%
0.97%
$23.585M
41,107 shares@ $573.76 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -11.37%
0.9%
$22.031M
326,344 shares@ $67.52 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -1.42%
0.9%
$21.819M
328,001 shares@ $66.53 avg price
IWRIshares Tr
Recent Activity
Decreased -1.23%
0.88%
$21.455M
243,422 shares@ $88.15 avg price