FFN

Focus Financial Network Portfolio holdings

AUM $2.8B
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$425K 0.07%
+40,640
227
$422K 0.07%
+3,265
228
$419K 0.07%
+7,401
229
$414K 0.07%
+4,437
230
$414K 0.07%
+6,045
231
$413K 0.07%
+16,455
232
$413K 0.07%
+3,303
233
$410K 0.07%
+9,001
234
$406K 0.07%
+6,297
235
$404K 0.06%
+2,668
236
$398K 0.06%
+6,250
237
$381K 0.06%
+3,226
238
$374K 0.06%
+1,898
239
$371K 0.06%
+9,280
240
$370K 0.06%
+2,577
241
$367K 0.06%
+10,220
242
$364K 0.06%
+7,270
243
$361K 0.06%
+5,718
244
$355K 0.06%
+3,980
245
$355K 0.06%
+27,671
246
$354K 0.06%
+3,957
247
$352K 0.06%
+10,960
248
$351K 0.06%
+8,205
249
$349K 0.06%
+4,671
250
$347K 0.06%
+1,906
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