FFN

Focus Financial Network Portfolio holdings

AUM $2.87B
1-Year Est. Return 19.76%
This Quarter Est. Return
1 Year Est. Return
+19.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
+$752M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$78.4M
2
+$77.5M
3
+$51.5M
4
AAPL icon
Apple
AAPL
+$38.2M
5
NVDA icon
NVIDIA
NVDA
+$36.7M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$7.8M
4
HD icon
Home Depot
HD
+$6.07M
5
CVX icon
Chevron
CVX
+$5.7M

Sector Composition

1 Technology 12.63%
2 Healthcare 4.47%
3 Consumer Discretionary 4.38%
4 Financials 3.75%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$820K 0.06%
+13,201
227
$812K 0.06%
+21,352
228
$803K 0.06%
3,783
+1,653
229
$800K 0.06%
+27,531
230
$796K 0.06%
10,821
-18,662
231
$793K 0.06%
13,004
-69,159
232
$790K 0.06%
+6,166
233
$789K 0.06%
+24,219
234
$783K 0.05%
+37,553
235
$782K 0.05%
+10,469
236
$781K 0.05%
+12,274
237
$768K 0.05%
6,178
+1,253
238
$762K 0.05%
5,778
+783
239
$761K 0.05%
+9,580
240
$758K 0.05%
24,341
-126,775
241
$741K 0.05%
4,499
-9,538
242
$733K 0.05%
3,995
+2,004
243
$731K 0.05%
2,214
+1,608
244
$727K 0.05%
+5,218
245
$718K 0.05%
9,995
-310
246
$718K 0.05%
3,407
+2,552
247
$717K 0.05%
8,665
-8,842
248
$717K 0.05%
+16,260
249
$713K 0.05%
5,480
-11,692
250
$705K 0.05%
22,768
-28,038
8 9
10
11 12