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
$1.13B
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.59M
3
+$3.43M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.31M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.9M

Top Sells

1
+$27.7M
2
+$13M
3
+$10.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.2M
5
BND icon
Vanguard Total Bond Market
BND
+$7.62M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 5.7%
3 Healthcare 3.87%
4 Industrials 3.64%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$564K 0.05%
+7,409
252
$562K 0.05%
3,532
+348
253
$562K 0.05%
7,859
+1,067
254
$558K 0.05%
5,047
+8
255
$552K 0.05%
6,866
-372
256
$551K 0.05%
9,057
+4,645
257
$546K 0.05%
16,014
+216
258
$545K 0.05%
6,541
-257
259
$536K 0.05%
+11,427
260
$531K 0.05%
5,998
+211
261
$529K 0.05%
11,505
-485
262
$527K 0.05%
18,859
+7,014
263
$520K 0.05%
8,039
-1,767
264
$515K 0.05%
10,415
+133
265
$515K 0.05%
+6,469
266
$514K 0.05%
23,752
+11,987
267
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3,717
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268
$504K 0.04%
5,838
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269
$498K 0.04%
7,344
-1,367
270
$498K 0.04%
19,214
+2,068
271
$491K 0.04%
9,119
+76
272
$490K 0.04%
2,786
-2,052
273
$476K 0.04%
+19,364
274
$472K 0.04%
6,999
+1,259
275
$469K 0.04%
4,570
+1,126
9 10
11
12 13