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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
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.35%
0.74%
$17.879M
89,891 shares@ $198.9 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Decreased -9.22%
0.7%
$17.041M
352,822 shares@ $48.3 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.87%
0.69%
$16.676M
73,868 shares@ $225.76 avg price
IVWIshares Tr
Recent Activity
Decreased -1.45%
0.67%
$16.224M
169,443 shares@ $95.76 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -2.02%
0.62%
$15.154M
223,340 shares@ $67.86 avg price
SCHMSchwab Strategic Tr
Recent Activity
Decreased -3.92%
0.57%
$13.845M
166,623 shares@ $83.09 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -2.23%
0.45%
$10.831M
210,306 shares@ $51.51 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.48%
0.43%
$10.519M
11,874 shares@ $885.92 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -0.76%
0.4%
$9.648M
206,758 shares@ $46.67 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -3.96%
0.35%
$8.541M
207,715 shares@ $41.13 avg price