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
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$807K 0.07%
3,274
-133
227
$802K 0.07%
5,778
+11
228
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4,742
+122
229
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23,199
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230
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13,749
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231
$791K 0.07%
+23,252
232
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12,501
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233
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8,185
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234
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5,496
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235
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236
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18,558
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238
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239
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10,490
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240
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241
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243
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244
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3,511
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245
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13,865
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246
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247
$682K 0.06%
24,183
-158
248
$673K 0.06%
14,830
+2,311
249
$667K 0.06%
10,469
250
$661K 0.05%
11,266
-352
8 9
10
11 12