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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$594K 0.07%
+11,218
227
$593K 0.07%
23,602
+14,372
228
$592K 0.07%
17,394
-168,744
229
$589K 0.07%
10,508
+3,748
230
$588K 0.07%
11,227
-9,050
231
$587K 0.07%
6,463
-159,682
232
$587K 0.07%
+9,907
233
$584K 0.07%
+1,084
234
$583K 0.07%
+3,298
235
$577K 0.07%
1,917
-1,091
236
$575K 0.07%
+28,180
237
$569K 0.07%
6,378
+2,104
238
$566K 0.07%
+5,619
239
$565K 0.07%
4,256
-47,569
240
$563K 0.07%
5,876
-11,137
241
$556K 0.07%
8,136
-53,050
242
$555K 0.07%
+10,849
243
$555K 0.07%
16,860
+6,611
244
$555K 0.06%
2,158
-8,722
245
$551K 0.06%
11,890
+2,950
246
$551K 0.06%
2,425
-4,981
247
$543K 0.06%
22,296
+10,283
248
$543K 0.06%
+10,091
249
$540K 0.06%
18,786
-73
250
$516K 0.06%
15,659
-355
8 9
10
11 12