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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
QLDProshares Tr
| 1.23% | $30.1M 298,754 shares@ $100.76 avg price | |
VYMVanguard Whitehall Fds
| 1.22% | $29.847M 232,819 shares@ $128.21 avg price | Decreased -0.2% |
IEFIshares Tr
| 1.14% | $27.722M 282,530 shares@ $98.12 avg price | Increased 1.99% |
XMHQInvesco Exchange Traded Fd T
| 1.12% | $27.381M 266,923 shares@ $102.59 avg price | Increased 6.43% |
UNHUnitedhealth Group Inc
| 1.11% | $27.149M 46,434 shares@ $584.68 avg price | Decreased -2.96% |
SPSMSpdr Ser Tr
| 1.11% | $27.139M 596,338 shares@ $45.52 avg price | Increased 1.99% |
VXUSVanguard Star Fds
| 1.11% | $27.008M 417,179 shares@ $64.74 avg price | Increased 1.59% |
BRK.BBerkshire Hathaway Inc Del
| 1.09% | $26.684M 57,975 shares@ $460.27 avg price | Increased 3.03% |
VOOVanguard Index Fds
| 0.98% | $23.904M 45,161 shares@ $529.31 avg price | Decreased -1.79% |
SPYSpdr S&p 500 Etf Tr
| 0.97% | $23.585M 41,107 shares@ $573.76 avg price | Decreased -2.93% |