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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
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
FNDFSchwab Strategic Tr
Recent Activity
Increased 7.31%
0.81%
$19.674M
526,475 shares@ $37.38 avg price
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
QUALIshares Tr
Recent Activity
Increased 0.78%
0.69%
$16.696M
93,120 shares@ $179.3 avg price
ILTBIshares Tr
Recent Activity
Increased 33.61%
0.69%
$16.689M
313,288 shares@ $53.28 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