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
$855M
AUM Growth
-$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$14.3M
3
+$13.9M
4
JPM icon
JPMorgan Chase
JPM
+$13.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.39M

Top Sells

1
+$56.1M
2
+$52.7M
3
+$36.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$23.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.3M

Sector Composition

1 Technology 15.92%
2 Consumer Discretionary 9.7%
3 Industrials 8.34%
4 Healthcare 6.65%
5 Financials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$507K 0.06%
+10,198
252
$507K 0.06%
8,127
-930
253
$502K 0.06%
+6,485
254
$499K 0.06%
15,604
+3,384
255
$499K 0.06%
214
+44
256
$497K 0.06%
+7,908
257
$496K 0.06%
+10,915
258
$495K 0.06%
+3,772
259
$490K 0.06%
+4,519
260
$485K 0.06%
+18,508
261
$483K 0.06%
3,210
-2,985
262
$483K 0.06%
+3,764
263
$483K 0.06%
3,184
-533
264
$475K 0.06%
+20,444
265
$471K 0.06%
+21,962
266
$470K 0.06%
+2,101
267
$470K 0.06%
+14,753
268
$466K 0.05%
+2,541
269
$465K 0.05%
+8,495
270
$463K 0.05%
+6,714
271
$462K 0.05%
+14,472
272
$460K 0.05%
7,197
-4,538
273
$459K 0.05%
25,462
+65
274
$457K 0.05%
+23,439
275
$455K 0.05%
+15,832
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