Aryn Sands

@Focus Financial Network, Inc.

Latest period2024 - Q3

Reported2mo 22d ago

Managed Assets$2.449B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VXUSVanguard Star Fds Recent Activity Increased 1.59%	1.11%	$27.008M 417,179 shares@ $64.74 avg price	Increased 1.59%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 3.03%	1.09%	$26.684M 57,975 shares@ $460.27 avg price	Increased 3.03%
FNDFSchwab Strategic Tr Recent Activity Increased 7.31%	0.81%	$19.674M 526,475 shares@ $37.38 avg price	Increased 7.31%
QUALIshares Tr Recent Activity Increased 0.78%	0.69%	$16.696M 93,120 shares@ $179.3 avg price	Increased 0.78%
ILTBIshares Tr Recent Activity Increased 33.61%	0.69%	$16.689M 313,288 shares@ $53.28 avg price	Increased 33.61%
XMMOInvesco Exchange Traded Fd T Recent Activity Increased 0.76%	0.61%	$14.919M 123,985 shares@ $120.34 avg price	Increased 0.76%
GOOGLAlphabet Inc Recent Activity Increased 0.49%	0.6%	$14.587M 87,950 shares@ $165.85 avg price	Increased 0.49%
SPHQInvesco Exchange Traded Fd T Recent Activity Increased 3.25%	0.59%	$14.252M 211,867 shares@ $67.27 avg price	Increased 3.25%
DGRWWisdomtree Tr Recent Activity Increased 1.48%	0.58%	$14.202M 170,671 shares@ $83.21 avg price	Increased 1.48%
QQQMInvesco Exch Traded Fd Tr Ii Recent Activity Increased 3.38%	0.58%	$14.03M 69,855 shares@ $200.85 avg price	Increased 3.38%