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
$683M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.18M
3
+$5.07M
4
AAPL icon
Apple
AAPL
+$3.52M
5
USB icon
US Bancorp
USB
+$2.44M

Top Sells

1
+$21.6M
2
+$20.3M
3
+$11.1M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.28M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$6.76M

Sector Composition

1 Technology 15.87%
2 Healthcare 10.54%
3 Financials 10.14%
4 Industrials 9.61%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$484K 0.07%
5,187
+166
227
$481K 0.07%
3,101
+423
228
$476K 0.07%
16,487
+2,537
229
$465K 0.07%
5,463
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230
$456K 0.07%
3,400
-8
231
$452K 0.07%
4,704
+1,437
232
$445K 0.07%
3,913
-2,575
233
$443K 0.06%
4,770
+984
234
$442K 0.06%
+6,130
235
$441K 0.06%
1,657
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236
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3,174
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237
$439K 0.06%
+22,443
238
$438K 0.06%
5,774
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239
$435K 0.06%
4,684
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240
$424K 0.06%
4,759
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241
$423K 0.06%
1,403
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242
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243
$418K 0.06%
6,563
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244
$416K 0.06%
19,627
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245
$415K 0.06%
+14,859
246
$413K 0.06%
9,112
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247
$411K 0.06%
16,765
-2,519
248
$407K 0.06%
+3,966
249
$405K 0.06%
8,763
250
$401K 0.06%
17,197
-2,475
8 9
10
11 12