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
$624M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$27.5M
3
+$25.2M
4
AMZN icon
Amazon
AMZN
+$23.4M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.28%
2 Consumer Discretionary 5.08%
3 Financials 4.78%
4 Industrials 4.31%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$347K 0.06%
+14,910
252
$346K 0.06%
+10,445
253
$341K 0.05%
+38,877
254
$340K 0.05%
+5,887
255
$331K 0.05%
+7,607
256
$328K 0.05%
+2,937
257
$326K 0.05%
+10,624
258
$326K 0.05%
+6,582
259
$326K 0.05%
+4,642
260
$326K 0.05%
+4,246
261
$322K 0.05%
+6,147
262
$317K 0.05%
+8,748
263
$317K 0.05%
+10,530
264
$316K 0.05%
+7,063
265
$316K 0.05%
+5,327
266
$315K 0.05%
+5,702
267
$314K 0.05%
+4,174
268
$314K 0.05%
+735
269
$314K 0.05%
+5,732
270
$314K 0.05%
+2,775
271
$313K 0.05%
+14,494
272
$312K 0.05%
+4,674
273
$311K 0.05%
+5,502
274
$308K 0.05%
+2,013
275
$308K 0.05%
+1,597
9 10
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