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
$2.52B
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.52M
3
+$6.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.27M
5
RDDT icon
Reddit
RDDT
+$5.13M

Top Sells

1
+$6.05M
2
+$5.69M
3
+$5.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.16M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 3.94%
3 Financials 2.94%
4 Healthcare 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.42M 0.06%
24,066
-1,744
227
$1.42M 0.06%
27,301
+1,776
228
$1.39M 0.06%
18,466
+1,537
229
$1.38M 0.05%
33,409
+13
230
$1.38M 0.05%
27,649
231
$1.37M 0.05%
18,522
-1,394
232
$1.36M 0.05%
26,056
+2,405
233
$1.36M 0.05%
2,167
+2
234
$1.36M 0.05%
35,940
+219
235
$1.36M 0.05%
17,440
-494
236
$1.35M 0.05%
13,498
+2,210
237
$1.34M 0.05%
5,148
-953
238
$1.34M 0.05%
72,908
+5,779
239
$1.33M 0.05%
+35,157
240
$1.32M 0.05%
10,071
+777
241
$1.32M 0.05%
16,050
+323
242
$1.31M 0.05%
10,859
+396
243
$1.31M 0.05%
12,172
+25
244
$1.3M 0.05%
2,685
+254
245
$1.3M 0.05%
12,989
-516
246
$1.3M 0.05%
17,575
+58
247
$1.29M 0.05%
10,045
+6,479
248
$1.27M 0.05%
63,970
-1,507
249
$1.26M 0.05%
2,203
+148
250
$1.25M 0.05%
11,797
+3
8 9
10
11 12